CRM

The system left a positive impression. It allows for the automation of almost any actions within an organization, making it an ideal choice for small businesses. However, I wouldn't recommend it for larger companies, as the architecture has its limitations, and working with large volumes of data will be challenging. In such cases, it's better to consider more powerful and functional CRMs. The Client Base is more suitable for small enterprises, where it's convenient to set up tables, fields, process data, and manage employee access rights. The main advantage is its ease of use. But there are also weak points. For example, there's a lack of a standard builder for visualization and analytics. Currently, we have to export files to Excel to create charts. The system is regularly updated, but with new versions, there are sometimes issues, and some functions may not work correctly. They are fixed quickly, but testing before launch could be better. The system's speed is good, but this only applies to small data volumes. When there are many fields in the tables, it starts to render slowly. Therefore, as mentioned, this is not the most suitable option for large companies. One more thing to note is the pricing. If you need integration with 1C, be prepared to pay a significant amount. This option is only available in the most expensive pricing plans, both for rental and for the boxed version. By the way, we chose the boxed version because we generally like the CRM, and a one-time purchase turns out to be more cost-effective in the long run than monthly payments.

Date of experience: фев 19, 2025

This is a small wholesale company whose main work involves making calls across all regions of Russia. By the time I wrote this review, some issues may have already been resolved. We hardly interacted with the finance department (where there are shipments, accounts receivable, and so on). We were not allowed access to the settings, and perhaps some of the problems I mentioned have solutions in the program, but our manager couldn't find them, even though he regularly communicated with the account manager. The first thing that stood out: the program allows multiple tasks to be scheduled at the same time, which is a SIGNIFICANT SHORTCOMING! In the contacts section, there is no "function" field, and there can be several decision-makers with different areas of responsibility: orders, payments, delivery, and so on. This section has a "Date of Birth" field (for decision-makers)... Why doesn't the program set up an automatic reminder for birthdays? This is a flaw! I asked to add a time zone field, but they forgot about Kaliningrad (-1 hour). I spent a lot of time figuring out the time difference for all clients, as the program does not do this automatically! Why? When I realized that I couldn't set the difference for Kaliningrad (you can't enter a number manually, only select from the list 0, +1, +2...), I informed the manager. The programmers added this "-1", but then the other settings reset... where it was +1, it became -9... and so on! All in vain! So I stopped paying attention to this and continued to write the difference in parentheses after the client's name (for example, LLC Lyutik (+3)). This is also a flaw! In the client's card, there is no field for "Working hours" and breaks. Why? I plan according to Moscow time, but the program, considering the time difference and the client's working hours, should not allow scheduling calls at times when the company is closed! Official holidays are not displayed in the calendar! Why? Today is July 16, 2019, and the whole country knows how we will be resting in 2020. When filling out the client's address, there is no familiar structure: postal code, city, region, and so on. Everything needs to be entered manually in one cell. The same goes for phone numbers (you can write in any format: +7 or 8, multiple numbers separated by commas). From this, I conclude that telephony in the basic version does not work. There is no separation of clients by importance (A, B, C). It is impossible to set the "importance level" of a call. That is, you can't assign some contacts a MANDATORY status. Or, for example, divide them into groups: applications, payments, and so on. From this, one could filter or sort to form blocks: from 9 to 11 I call for payments, from 11 for applications, from 3 for new clients. I recall all these shortcomings from memory; there are many more... If you have never worked with CRM and have always written everything down manually, this might be a breakthrough for you. But try other options too. Personally, I do not recommend it. It is hardly different from a good Excel spreadsheet. The plus is that there are reminders and you can't accidentally delete the entire database. This is in comparison to Excel. In my opinion, the points that

Date of experience: май 01, 2025

You can adapt almost everything to your needs. With the help of external scripts in PHP and SQL, you can achieve amazing results. It all depends on you! And the database management system will assist you. I have been using this system for six years, in various aspects. Of course, there is room for improvement, but no other CRM will give you the opportunity to independently add a module for working with cash registers or veterinary services as you need it. The only thing that's missing is built-in functions for tracking inventory and turnover, like in 1C, but if you want, you can implement it yourself. It's very convenient to use for creating various directories on the internet with complex search queries.

Date of experience: фев 11, 2025

I have found that the CRM "Client Database" is truly a convenient solution for accounting. During my time working at a company that organizes railway transportation, I came across this program. The configuration was created specifically to meet our needs and requirements. Over more than two years of using this database, we have not encountered any problems. This program effectively processes large volumes of information, such as calculations related to freight transportation. Thanks to the table designer, creating configurations without considering parameters has become easy, and the data obtained is simple to use. Any table can be effortlessly exported to Excel.

Date of experience: июн 23, 2024

We haven't explored all the capabilities of this system, so we can't give a complete assessment. At the level we are working, everything is satisfactory. We feel that the upgrade services are a bit overpriced, although perhaps they are even more expensive in other systems — we don't know. Therefore, we handle simple settings on our own. However, the managers are always ready to provide assistance, offer advice, and consult.

Date of experience: янв 19, 2026

We have been using the Client Database for many years. The service is constantly improving, and new features are regularly added. Even at the lowest rates, a wide range of functionality is available, which you won't find with competitors for the same price. The system is flexible and allows you to customize it to your needs, including with the help of independent programmers. During our time using the service, it has proven to be excellent and meets our needs. We spent a long time choosing and considering other options, but ultimately we decided on the Client Database.

Date of experience: янв 22, 2026

We have been using the client database for about a month now. The program was adapted to meet our wishes and requirements. If we need to make changes or improvements to the client database, the specialists provide quick assistance. The program is convenient and easy to use, even beginners won't face any difficulties. We recommend this service to everyone.

Date of experience: окт 16, 2025

We've been using this service for about three years now, though I can't remember exactly. We set it up as a log for dispatchers, and it still functions smoothly without any issues. Over all this time, there have only been a couple of minor problems. The concept itself is really interesting. The project continues to develop, and it's nice to see that the developers are not just making money but are actively working on improvements. That's why I give a thumbs up to the team for their idea and implementation.

Date of experience: мар 08, 2025

I have been using this database for several years. It is inexpensive, simple, and very convenient to use. The database is constantly being updated and improved, making it even more advanced for future use. There are several access levels that ensure integration with 1C and telephony. I recommend it to new users.

Date of experience: дек 30, 2024

We have been using this program for almost a year. It is very convenient and easy to use; even a beginner user can figure it out. The technical support fulfilled all our requests as we expected. If we need to make changes, the Customer Database staff is always ready to help. The program significantly simplifies working with the client database. You can add or remove responsibilities and functions for each employee. Within the database, you can communicate with each other, and the manager has the ability to assign tasks to each employee and monitor their completion.

Date of experience: авг 23, 2025