CustomerBase

About CustomerBase

CustomerBase is a business management software that is specially designed for small businesses so that they can manage their various processes conveniently. The software 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. This is a very useful software for various small businesses like freelancers, photographers, beauty salons, hair salons, tree services, catering businesses, etc.

Pricing

Free Trial Not Available
Starts at $39.0.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%
Reviews

60%
Momentum

60%
Popularity

61%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

NA

Modes of Support

Online

CustomerBase Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

CustomerBase Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Start $39.00 $49.00 per month

Features

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

Advanced $99.00 $139.00 per month

Features

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

Pro $199.00 $279.00 per month

Features

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¢

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 10/05/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about CustomerBase Pricing.