This platform was developed by the computer scientist-husband of an agent to strip down the CRM to its most important features. It’s the CRM for agents who don’t think they need a CRM.
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Basesan is customer and deal tracking software.
Ideal for: New agents, agents not needing a “full-blown” CRM or major transaction platform
Top selling points
- Fast, easy on-boarding
- Minimalist user experience
Lack of connectivity to lead generation tools, which help agents link leads to existing databases without manual intervention, thus improving data integrity.
What you should know
This is the CRM (customer relationship management) for agents who don’t need a CRM.
This column has long espoused the notion that not every agent needs marketing-heavy solutions like Chime or BoomTown. A lot of agents can sell plenty of homes with Excel and a Rolodex.
But if you want to take a step beyond the basics, give Basesan a look.
Its developer built it to assist his wife in her real estate business; he finds a lot of well-known products suffer from unnecessary complexity and feature-bloat, and he isn’t wrong.
The web app gives agent a simplified way to keep track of clients and their “cases,” or listings. It’s a thin, fast product focused on the most important part of any CRM: customers.
Cases is an odd way to define “transactions” and may throw off some users at first. The reason for the terminology is that Basesan can also be used for rentals, multi-family properties and commercial projects.
The primary UI for each Case employs a tabbed menu structure, from left to right: Base, Property, Documents, Notes, Clients.
Documents can be uploaded without limit and related to each client and case, and the status of each is easy to edit and track. The same goes for notes.
Each property detail page emulates a typical MLS screen, which means users need to input the information multiple times, an odd experience choice given the ease of integrations these days.
There’s no dedicated property image functionality in Basesan, but the Documents section provides a common-sense work-around and helps consolidate property assets.
For agents who don’t love paying for what they don’t use, Basesan could be the solution you’re looking for. It starts at $25/month,or $250/year. LionDesk is about the same.
However, know that a lot of the slick features that larger solutions deploy weren’t developed without sound industry research into how to make agents’ lives easier.
Sometimes, it’s worth it to pay more.
Have a technology product you would like to discuss? Email Craig Rowe