Can Basecamp be used as a CRM?
If you’re an entrepreneur or a small business who needs to keep track of leads simply, then Basecamp is probably going to be the best choice for a CRM.
Transcript
I hate it when you ask a question and the answer is "it depends". I can't stand it, it's annoying, because it's either a yes or a no.
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There shouldn't be "it depends". So the question is "can you use Basecamp as a CRM?" The answer is yes.
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However. It's not a depends, it's a however.
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So I do use Basecamp as my CRM. I kind of toyed with the idea of using an actual CRM like PipeDrive, Daylight, all the other ones.
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And they're all good and they all have their uses. So depending on the type of work you're doing, you should choose the right tool.
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So there is a depends to a certain degree. But having Basecamp or using Basecamp and actually having a CRM within it, yes, it is possible to do it and you can do it.
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I've done it. There are other people that do it as well.
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Now this question came up. Someone asked the question in the Basecamp private forum.
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And obviously a lot of people went in and gave their views on it. It was all positive in the sense that yes, you can.
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However, there are cravats to that. Now the cravats to that is there is no kind of, there's no real reporting.
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There is no reporting because Basecamp isn't a database type project management tool like Asana, for instance, because it has drop downs and some.
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And, you know, there's calculations that it can do. Basecamp doesn't. It's literally a piece of paper.
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And that's the thing that I like about it. I made a video about Basecamp being a piece of paper and Basecamp being a Rolodex.
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It's so simple that you can actually do anything with it, like with a piece of paper, you can make airplanes and throw it.
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It'll fly in the air and Basecamp for business. You can make it do you could make it have CRM capabilities because it now has that.
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They don't call it Kanban card table, which is like a Kanban thing.
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So you have like a Trello type thing on it so you can have your pipelines, sorry, your pipeline as a as a card table and your stages.
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You can still have those stages and move the cards over so you can do it. And there is ways of doing it.
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Now, should you do it is a different matter, meaning if you're in sales, you probably need reporting and so on.
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So use something like pipe drive or daylight, etc.
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If you're an individual or a small company that just need to track, you know, some clients with their information and what you want, you know, a lead effectively, then
yes, you can use Basecamp to do it in the card tables and so on.
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So again, there is no depends because Basecamp can do it. There is a however, depends on whether you're a salesperson that needs reporting or just someone that wants to
track things simply.
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I said that twice, but I think you understand the point.
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If you have any questions about Basecamp, let me know. There's a link somewhere here.
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Have a chat as always. Keep it simple. That's why I use Basecamp to run my business. Have a good one.
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I'll see you in the next one. Ciao.
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