Base CRM - Smart Links review - Still the best CRM

Posted on December 22, 2015

One of the things I love about Base CRM is that they continue to raise the bar on how CRMs should operate. BaseCRM has just come out with a feature called Smart Links. This new feature allows you to create distinctive dynamic links to outside applications with information from Leads, Contacts or Deals. This helps sales reps to simply access information from other applications.


In just one click, the links can be filled with exclusive data permitting you to do a Google search, create an invoice, or create a tweet. This new feature is accessible on all the plans and you can construct as many links as you want. These new links that are created can operate as a connector to any tool that you use daily. This feature does require more technical skill than usual, depending on what you are trying to achieve.

It is very simple to start creating a Smart Link. Now you are able to add your company name into a URL. First you just go to the Base settings and select deals, leads or contacts. From here you will notice the new tab “Smart Links” where you will be able to start creating the links.

Using Smart Links

Usually when you search a website, your search term is located in the address bar. Ultimately, you can replace your search term in the URL with a Smart Link composed of the company merge tag from a lead card. This will allow you to Google search any company with one click.

There will be times when the search term is not located in the URL or there is a different format to the URL. BaseCRM’s blog on Smart Links explains how to get around this situation. Google created a feature called “I’m Feeling Lucky” that mechanically takes you to the first search result. Also using CrunchBase, a very specific URL structure, will avoid this. BaseCRM’s blog goes more in detail about this issue and gives examples of pre made Smart Link recipes.

Base is still my #1 choice for a CRM

Smart Links is a great new feature to which is my top choice for CRM. They are always coming up with new and innovative features all the time, which makes them a pretty reliable application. This new feature really adds to the greatness of this CRM for me. If you do not have BaseCRM yet, I suggest checking it out right away. Click on one of my links for a free extended trial!

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