CustomerBase
By CustomerBase
CRM Software
Monthly,Yearly
About
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.
Key Features
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
Pricing
Start
USD49/Month
- 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
Advanced
USD139/Month
- 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
Pro
USD279/Month
- 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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Frequently Asked Questions
How much does CustomerBase cost?
▼
CustomerBase offers 3 pricing plan(s):
- Start — USD49.00 /Month
- Advanced — USD139.00 /Month
- Pro — USD279.00 /Month
What is CustomerBase used for?
▼
CustomerBase is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Does CustomerBase offer a free trial?
▼
CustomerBase does not currently offer a free trial.
What support does CustomerBase provide?
▼
CustomerBase provides Online (Ticket) support.
Is CustomerBase cloud-based or on-premise?
▼
CustomerBase is Cloud Hosted software.
What training resources does CustomerBase offer?
▼
CustomerBase provides Help Guides,Blogs for training.
