CustomerBase: For Businesses

CustomerBase

About this app

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 many more.

Additional Features:
‣ Import job history
‣ customer database
‣ price list import and customization
‣ Sync job data
‣ reconcile payments and invoices via Quickbooks 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.

Ratings and reviews

This what a great service at first. However over the last 2 months it has stopped sending my quotes to customers and I can't get my personal representative to call me back. I have left 10 messages and every other day I reach out via the chat in app and get no response. Avoid this CRM I am looking for another to switch too.

Using to run 100 routes for landscaping company and processing is best rate I have gotten in 20 years of business

It's has been the worst. Great idea if it can work more effectively.

What’s new

Bug fixes.