# CustomerBase Reviews **Vendor:** CustomerBase **Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 ## About 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. ## CustomerBase Pros & Cons **What users like:** - Users highlight the **exceptional customer service** and user-friendly design of CustomerBase, making it a recommendable choice. (1 reviews) - Users highly value the **responsive customer service** of CustomerBase, which enhances their overall software experience. (1 reviews) - Users appreciate the **excellent customer support** from Luis, enhancing their experience with the user-friendly software. (1 reviews) - Users find CustomerBase to be **easy and user-friendly** , enhancing their experience with its efficient software design. (1 reviews) - Users value the **continuous innovation** of CustomerBase, appreciating its user-friendliness and extensive options for mobile businesses. (1 reviews) - Option Variety (1 reviews) - User-Friendly (1 reviews) **What users dislike:** - Users face **feature limitations** with CustomerBase, particularly in tracking, categorization, and attaching photos to invoices. (1 reviews) - Users face **invoice issues** like tracking difficulties and inability to attach photos, impacting overall satisfaction with CustomerBase. (1 reviews) - Users face **invoicing issues** like time tracking challenges and inability to attach photos to invoices. (1 reviews) - Users express frustration over the **lack of customization** , particularly in categorizing services and attaching photos to invoices. (1 reviews) - Users find the **missing features** in CustomerBase, like photo attachments, limiting their invoicing and service categorization. (1 reviews) - Tracking Issues (1 reviews) ## CustomerBase Reviews ### 1. Like the service **Rating:** 5.0/5.0 stars **Reviewed by:** Lloyd P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about CustomerBase?** I really appreciated luis Customer service in building Out my software. So far This software seems to be. Easy and user friendly. They are constantly trying to improve which is great. Anded offers a lot of options. I really great Software for mobile base businesses. I would definitely recommend. **What do you dislike about CustomerBase?** Well tim tracking is one issue. And not being able to categorize your services and materials. The biggest problem is Not being able to attach photos to invoices. **What problems is CustomerBase solving and how is that benefiting you?** Invoicing in client History tracking. - [View CustomerBase pricing details and edition comparison](https://www.g2.com/products/customerbase/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+11%3A45%3A31+-0500&secure%5Bsession_id%5D=ed8f8f21-836c-4090-a80c-c8d22110d50a&secure%5Btoken%5D=1a2b5a8110ce7b95fb192b7296f0d260b057eb0498f69cb146287a41be95a8d0&format=llm_user) ## CustomerBase Features **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Digital Wallet Integration **Bill Generation** - Templates - Digital Billing - Recurring Billing **Notifications** - Confirmations & Reminders - Appointment Follow-Up - Scheduling Notifications **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Before the Job** - Calendar - Dispatch - Roles - Booking **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - POS Integration - Omnichannel - Levels 1 & 2 - Level 3 **Bill Processing** - Consolidation - Batch Invoicing - Management **Settings** - Time Zone Detection - Availability Settings - Blocked Time Settings **On the Job** - Location - Employee Communication - Behavior Monitoring - Client Notifications - Field Sales **Payment Options** - Multi-Currency - Online payment portal **Integration** - Accounting - Payments - ERP **Personalization** - Branding - Links **After the Job** - Reports - Analytics - Invoicing - CRM Integrations **Security** - POS Verification **Integrations** - Multi- Calendar Integration - Website Integration - Payment Acceptance - Communication **Agentic AI - Billing** - Autonomous Task Execution **Platform** - Accounting integration - E-commerce Integration **Agentic AI - Field Service Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Online Appointment Scheduling** - Autonomous Task Execution - Multi-step Planning - Natural Language Interaction ## Top CustomerBase Alternatives - [Jotform](https://www.g2.com/products/jotform/reviews) - 4.7/5.0 (4,933 reviews) - [NetSuite](https://www.g2.com/products/netsuite/reviews) - 4.1/5.0 (4,631 reviews) - [Thryv](https://www.g2.com/products/thryv/reviews) - 4.2/5.0 (1,877 reviews)