Executive Summary

  • This is the Brightwork Research & Analysis software rating series.
  • We rate both the software and estimate the risk of implementing each application.

MUFI Rating & Risk for Base CRM

MUFI: Maintainability, Usability, Functionality, Implement ability

Vendor: Base CRM (Select For Vendor Profile)


Application Detail

Base CRM is not that widely known. However, we think that will soon change. The base has easily the best usability and best user interface, as well as the best reporting functionality of any CRM application we have covered.

Base DRM Documents

Base CRM allows documents to be dragged and dropped into specific areas of the user interface. This allows quick and short usage of the system, something that is critical to get good user adoption. Notice the links to add contacts, to email and phone numbers – if the phone number is selected, it automatically opens Base CRM’’s calling application.

Base CRM Call-1

Base CRM allows the user to call at any point in the use of Base CRM and allows that call to be recorded.

After a call has been made, the user can go back into the prospecting page and select documents that have been previously uploaded to be sent by email.

Base CRM Attachments

After a call has been made, the user can go back into the prospecting page and select documents that have been previously uploaded to be sent by email. All data associated with a prospect is kept in one place, and as anyone who has had to look through attachments associated with a contact can attest (even thought a powerful email application like Gmail) this is a significant time saver.

Base CRM has one of the few workflow capable CRM applications on the market. That is even for people that don’t use CRM for their job, can easily make sense of the application and figure out where to go what to do. We were able to figure out the application primarily in a few hours and was the first CRM application that we felt we would enjoy using.

Base CRM Email

Base CRM has tons of email options. These have been thought out so that users can work in ways that are most flexible to them.Base CRM Goals

Goals can be set up and tracked in Base CRM. 

Base CRM Tracking Goals

By looking at all members who are part of the goal, a manager can get a feel of how they are progressing towards their goal. 

One can get started with Base CRM quite inexpensively, but to access the voice and team-based functionality, an enterprise version is necessary, which makes Base CRM a moderately expensive application. It’s curious that Base CRM does not stand out more and is not better recognized in the CRM market.

MUFI Scores

All scores out of a possible 10.

MUFI Scores

Search for the vendor in this table using the search bar in the upper right of the table. Shortening Key: 
  • Ma. = Maintainability
  • Us. = Usability
  • Fu. = Functionality
  • Im. = Implementability
Average Score for Big ERP5. ERP
Average Score for CRM6.
Average Score for Small and Medium ERP8.386.78.5Small and Medium ERP
Average Score for Finance8.88.888.8Finance
Average Score for Demand Planning7.67.277.1Demand Planning
Average Score for Supply Planning6.76.976.8Supply Planning
Average Score for Production Planning6.86.976.9Production Planning
Average Score for BI Heavy5. Heavy
Average Score for PLM77.26.87.3PLM
Average Score for BI Light7.78.798.3BI Light
Arena Solutions Arena PLM 10101010PLM
AspenTech AspenOne48107Production Planning
Birst 88.5108BI Light
ERPNext10107.510Small and Medium ERP
Delfoi Planner866.57Production Planning
Demand Works Smoothie SP910710Supply Planning
Hamilton Grant RM1098.59PLM
IBM Cognos2.731.53BI Heavy
Infor Epiphany7865CRM
Infor Lawson8767Big ERP
Intuit QuickBooks Enterprise Solutions9959Finance
JDA DM97.588Demand Planning
Microsoft Dynamics CRM2322CRM
NetSuite CRM6433CRM
Netsuite OneWorld7788Big ERP
Oracle BI4436BI Heavy
Oracle CRM On Demand4535CRM
Oracle Demantra533.54.5Demand Planning
Oracle JD Edwards World4136Big ERP
Oracle RightNow6745CRM
PlanetTogether Galaxy APS10101010Production Planning
Preactor8737Production Planning
QlikTech QlikView99109BI Light
Rootstock9899Small and Medium ERP
Sage X38878Big ERP
Salesforce Enterprise88.597.5CRM
SAP APO DP3432Demand Planning
SAP APO PP/DS2243Production Planning
SAP APO SNP3484Supply Planning
SAP BI/BW1.5242BI Heavy
SAP Business Objects32.573BI Heavy
SAP ECC336.53Big ERP
SAP SmartOps4475.5Supply Planning
SAS BI6.5796BI Heavy
SAS Demand Driven Forecasting7897Demand Planning
Tableau (BI)9101010BI Light
Tableau (Forecasting)10859Demand Planning
Teradata86.39.76BI Heavy
ToolsGroup SO99 (Forecasting)7897Demand Planning
ToolsGroup SO99 (Supply)56107Supply Planning

Vendor and Application Risk

Brightwork Research & Analysis Risk Defined: (See This Link for Our Categorization of Risk)

Base CRM is our highest rated overall CRM application, and the application also comes from what is by far the highest rated software vendor in the CRM space. This is refreshing for buyers because the CRM software vendors as a group are not well rated. Base CRM combined a good user interface with leading functionality as well as many labor-saving attributes. We predict user adoption will be high on Base CRM implementations.

Likelihood of Implementation Success

This accounts for both the application and vendor-specific risk. In our formula, the total implementation risk is application + vendor + buyer risk. The buyer specific risk could increase or decrease this overall likelihood and adjust the values that you see below.

Likelihood of Application Implementation Success and Failure

Estimates are for a typical project. A specific implementation requires details from the project to make a project-specific estimate.

Search for the application in this table using the search bar in the upper right of the table.
ApplicationProb of Implementation SuccessProb of Implementation Failure
SAP Smartops0.390.61
NetSuite CRM0.460.54
Sugar CRM0.620.48
Base CRM0.910.09
SAP CRM0.350.65
Salesforce Enterprise0.720.28
QlikTech QlikView0.820.18
Tableau (BI)0.980.02
SAP Crystal Reports0.460.54
SAS BI0.760.24
Oracle BI0.350.65
IBM Cognos0.230.77
Infor Epiphany0.580.42
Microsoft Dynamics CRM0.260.74
Oracle RightNow CRM0.410.59
Oracle CRM On Demand0.360.64
SAP Business Objects0.320.68
SAP BI/BW0.250.75
SAP PLM0.290.71
Hamilton Grant RM0.890.11
Arena Solutions0.960.04
Delfoi Planner0.70.3
PlanetTogether Galaxy APS0.960.04
AspenTech AspenOne0.550.45
SAP APO PP/DS0.270.73
Demand Works Smoothie SP0.930.07
ToolsGroup SO99 (Supply)0.820.18
Demand Works Smoothie0.960.04
Tableau (Forecasting)0.90.1
SAS Demand Driven Forecasting0.820.18
ToolsGroup SO99 (Forecasting)0.860.14
JDA DM0.570.43
Oracle Demantra0.330.67
SAP APO DP0.280.72
Intuit QB Enterprise0.80.2
Microsoft Dynamics AX0.40.6
SAP Business One0.490.51
Sage X30.620.38
Infor Lawson0.580.42
Epicor ERP0.40.6
Oracle JD Edwards World0.310.69
Oracle JD Edwards EnterpriseOne0.360.64
SAP ERP ECC/R/30.320.68
NetSuite OneWorld0.650.35

Risk Definition

See this link for more on our categorizations of risk. We also offer a Buyer Specific Risk Estimation as a service for those that want a comprehensive analysis.

Risk Management Approach

Because of the combined quality of the Base CRM application along with the vendor rating, we anticipate few implementation risks beyond the typical that are part of CRM projects. However, buyers that purchase Base CRM put themselves in a good position to mitigate these risks before the implementation begins.

Finished With Your Analysis?

To go back to the Software Selection Package page for the CRM software category. Or go to this link to see other analytical products for Base CRM.