ContactBase
ContactBase is a customer relationship management (CRM) software designed for small businesses to manage contacts and track sales. It includes features like contact management, pipeline tracking, task management, and reporting.
crm
contact-management
sales-tracking
ContactBase: CRM Software for Small Businesses
A customer relationship management (CRM) software designed for small businesses to manage contacts and track sales, with features like contact management, pipeline tracking, task management, and reporting.
What is ContactBase?
ContactBase is a cloud-based customer relationship management (CRM) platform designed for small and medium-sized businesses. It allows companies to organize contact details for customers and prospects, track communications history, manage sales pipelines and forecasts, log activities and tasks, and generate reports.
Key features of ContactBase CRM include:
- Contact Management: Organize details for leads and customers like name, company, email, phone, address, notes, custom fields, tags, etc.
- Pipeline Tracking: Visual sales pipelines to monitor deals by stage. Forecast and report on sales.
- Task Management: Assign and track tasks, activities, appointments related to deals.
- Email Integration: Sync email conversations from Gmail or Outlook automatically.
- Sales Reporting: Customizable reports and dashboards for sales performance insights.
- Mobile App: iOS and Android apps so salespeople can access their data on the go.
- Custom Fields & Tables: Ability to track additional custom data unique to your business.
- Team Collaboration: Multi-user access to share and assign records for sales teams.
ContactBase offers simple, affordable CRM tailored for scaling SMBs. It aims to provide an intuitive and user-friendly system to enhance sales productivity and business growth.
ContactBase Features
Features
- Contact management
- Pipeline tracking
- Task management
- Reporting
Pricing
- Freemium
- Subscription-Based
Pros
Easy to use interface
Affordable pricing
Integration with G Suite and Office 365
Lead scoring and tracking
Cons
Limited customization
No offline access
Less features than larger CRM platforms
Official Links
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