CustomerBase
CustomerBase provides the most powerful small business software that is used by thousands of business owners to manage sales, operations, reputation management, and customer service. Send invoices, schedule and dispatch your employees, create estimates, generate reviews and accept payments all in one software app. CRM Highlights: ‣ All sms and email messaging with customers is tracked and completed within the app ‣ Record phone calls between employees and customers to improve service ‣ CRM to keep track of customer records and history ‣ Send customers a text message to let them know you're on your way ‣ Get customer sign-off with signature approval ‣ Share custom forms and checklists with your customers to show off what was done ‣ Allow customers to pay invoices and book new work online Payment Processing: ‣ Get paid in-person and on-site with our credit card reader or manually enter payment info ‣ Get paid even faster with online with sms/email and in-app payment processing ‣ Analyze payment performance insights within the app ‣ Book jobs from your website, over the phone, on google, on facebook, and more ‣ Customers can approve estimates and invoices online Scheduling and Job Management: ‣ Drag and drop calendar editing ‣ Dispatchers organize jobs and book jobs for employees ‣ Update employees on job modifications via push and sms notifications on their phones ‣ Dispatchers optimize routes to be efficient with employee schedules ‣ Take notes on the job, add photos, track expenses, update invoices until the job is complete Small Businesses We Service: CustomerBase is used by many industries including: ‣ appliance repair ‣ carpet cleaning ‣ cleaning ‣ contracting ‣ handyman services ‣ HVAC ‣ landscaping ‣ lawn care ‣ painting ‣ pest control ‣ plumbing ‣ pressure washing ‣ window cleaning ‣ and over 30+ more Additional Features: ‣ Import job history ‣ customer database ‣ price list import and customization ‣ Sync job data ‣ reconcile payments and invoices via Quick books Online #1 in Customer Support: ‣ Our support team is recognized as the best in the business by small business owners time and time again. ‣ We are always here to help with phone support and email support.
Average Rating: 5.0/5.0
Total Reviews: 1
How Do G2 Users Rate CustomerBase?
- Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
Who Is the Company Behind CustomerBase?
- Seller: CustomerBase
- Year Founded: 2022
- HQ Location: Costa Mesa, US
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LinkedIn® Page: www.linkedin.com
3 employees on LinkedIn®
Who Uses This Product?
- Company Size: 100% Small
What Do G2 Reviewers Say About CustomerBase?
AI-generated summary from verified user reviews
Pros
- Users value the exceptional customer satisfaction offered by CustomerBase, highlighting its ease of use and constant improvements.
- Users praise the exceptional customer service of CustomerBase, enhancing their software experience and satisfaction.
- Users value the exceptional customer support from Luis, enhancing their experience with user-friendly software solutions.
- Users find CustomerBase to be easy and user-friendly, enhancing their experience with efficient software solutions.
- Users value the continuous innovation of CustomerBase, finding it user-friendly and well-suited for mobile businesses.
Cons
- Users face feature limitations with CustomerBase, including issues with time tracking and lacking attachment options for invoices.
- Users face significant invoice issues, including difficulties with time tracking and inability to attach photos.
- Users report invoicing issues such as lack of photo attachments and challenges with time tracking and service categorization.
- Users are frustrated by the lack of customization in CustomerBase, particularly in categorizing services and attaching photos.
- Users express frustration over the missing features, such as photo attachments on invoices and service categorization.
What Are Recent G2 Reviews of CustomerBase?
Rating: 5.0/5.0 stars
— Lloyd P.

