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CustomerBase is a business management software that helps users to monitor their workflow and set their status to “on the go” so that their customers can know when the user is available. CustomerBase allows businesses to create and send professional invoices, automate their payment reminders and receive card payments online. They can set up a payment gateway of their choice and start receiving card payments to improve their cash flow. With CustomerBase, users can create professional-looking estimates where they can include all information, right from terms and conditions and prices to dates and customer notes. This business management software supports two-way text communication between users and customers. Users can even customise this software and automate notifications to keep customers engaged.
Pricing of CustomerBase
- 1 user
- Client manager (CRM)
- Client Portal
- Scheduling
- Job Details & attachments
- Quoting
- Consumer financing
- Invoicing
- Credit card processing: 3.1% + 30¢
- Mobile card reader: 2.9% + 30¢
- Bank payments: 1%
- Instant payouts
- Product support
- Community membership
- Mobile app
- 1 user
- Client manager (CRM)
- Client Portal
- Scheduling
- Job Details & attachments
- Quoting
- Consumer financing
- Invoicing
- Credit card processing: 3.1% + 30¢
- Mobile card reader: 2.9% + 30¢
- Bank payments: 1%
- Instant payouts
- Product support
- Comm
- up to 7 users
- Includes features of Start plan
- plus
- Booking
- Automated emails and text messages
- Job forms
- Routing
- GPS tracking
- Time tracking & expense tracking
- Credit card processing: 2.9% + 30¢
- Automatic payments: 2.9% + 30¢
- Mobile card reader: 2.7% + 30¢
- Automated invoice follow-ups
- Custom fields
- up to 7 users
- Includes features of Start plan
- plus
- Booking
- Automated emails and text messages
- Job forms
- Routing
- GPS tracking
- Time tracking & expense tracking
- Credit card processing: 2.9% + 30¢
- Automat
- up to 30 users
- Includes features of Advanced plan
- plus
- Two-way text messaging
- Lead management
- Optional line items and packages
- Line items images
- Automated quote follow-ups
- Credit card processing: 2.7% + 30¢
- Automatic payments: 2.7% + 30¢
- Mobile card reader: 2.5% + 30¢
- up to 30 users
- Includes features of Advanced plan
- plus
- Two-way text messaging
- Lead management
- Optional line items and packages
- Line items images
- Automated quote follow-ups
- Credit card processing: 2.7% + 30¢
- Automatic payments: 2.
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Key Features of CustomerBase
Key Features:
Key Specification
| Other Categories: | CRM Software CRM Software For Small Business |
|---|---|
| Deployment: | Cloud Hosted |
| Customer Support: | Online (Ticket) |
| Customization: | No |
| Languages Support: | English |
Who uses CustomerBase
Personal
SMEs
Enterprises
Company Details
| Company Name: | CustomerBase |
|---|---|
| Headquarter: | NA, |
| Social Media: |
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Frequently Asked Questions (FAQs)
The user group of CustomerBase are as follows :
- Personals
- Enterprises
- SMEs
- SMEs
CustomerBase has 3 plans,
- Start USD 49.00 /Month
- Advanced USD 139.00 /Month
- Pro USD 279.00 /Month
CustomerBase is not allowing Free Trial.
The key featuers of CustomerBase are as follows :
- Marketing Automation
- Project Management
- Lead Scoring
- Customer Support
- List Management
- Product Catalog
- Call Logging
- Contact Management
- Quotes (Proposals)
- Referral Tracking
CustomerBase pricing model : Monthly,Yearly
CustomerBase is Online Software.
No
CustomerBase offers Online (Ticket) support.
CustomerBase provides Help Guides,Blogs for the software training.
