MUFI Rating & Risk – Base CRM

MUFI Rating & Risk – 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.

Vendor and Application Risk

Software Decisions 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.

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.

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