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CustomerBase description
CustomerBase is a business management software designed specifically for small businesses in service industries like plumbing, cleaning, and landscaping. It offers tools to manage scheduling and dispatching, invoicing and payments, customer interactions, and basic marketing. CustomerBase prides itself on its ease of use, mobile functionality, and highly-rated customer support. The software aims to help you streamline operations, get paid faster, and improve customer satisfaction.
Who is CustomerBase best for
CustomerBase is a user-friendly business management software perfect for small service businesses. It simplifies scheduling, invoicing, customer interactions, and marketing. Users praise its ease of use and excellent customer support, while some have noted limitations in time tracking and service categorization. CustomerBase helps streamline operations and improve customer satisfaction.
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Best for small businesses (1-50 employees).
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Ideal for service businesses such as plumbing, cleaning, and landscaping.
CustomerBase features
| Supported CustomerBase allows to supervise the workflow, set the status "on the go" and use all the conveniences of working with the customers in one place |
| Supported CustomerBase's JobPay feature offers next day funding, short url payment links, invoice payment reminders, invoice design, service and material tax management, automated recurring payments, and QuickBooks integration. |
| Supported CustomerBase allows managing workflow and customer interactions all in one place, collecting checkout details, and managing customer addresses. |
| Supported CustomerBase allows invoice design and generating short url payment links. |
| Supported CustomerBase is designed to manage small businesses from mobile devices. |
| Supported CustomerBase offers free, unlimited 24/7 support from small business software consultants. |
| Supported CustomerBase offers QuickBooks integration for financial management. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
CustomerBase reviews
We've summarised 49 CustomerBase reviews (CustomerBase TrustPilot reviews, CustomerBase Capterra reviews and CustomerBase G2 reviews) and summarised the main points below.
- Excellent and professional customer support.
- User-friendly interface and easy to use.
- Comprehensive onboarding and training.
- Seamless integration with payment gateways like Klarna and Affirm.
- Effective for invoicing, client communication, and customer history tracking.
- Time tracking is an issue.
- Cannot categorize services and materials.
- Cannot attach photos to invoices.
CustomerBase pricing
See the CustomerBase pricing page.
CustomerBase alternatives
Service FusionBetter for field technicians in HVAC, plumbing, or appliance repair. Caters to a wider range of company sizes and industries like retail and construction.Read more
SuccesswareBetter fit for slightly larger businesses. More comprehensive features including integrated accounting and inventory management. Stronger scheduling and dispatching but the mobile app is less user-friendly. More established, but declining in popularity.Read more
NetSuiteBetter for larger businesses needing financial, CRM, and inventory management. A NetSuite alternative for small service businesses, especially those focused on field operations.Read more
Housecall ProBetter fit for medium and enterprise businesses. Caters to a wider range of industries including retail and construction. Offers more features like job scheduling and automated call tracking. Has more momentum.Read more
CustomerBase FAQ
What is CustomerBase and what does CustomerBase do?
CustomerBase is business management software for small businesses in service industries like plumbing, cleaning, and landscaping. It provides tools for scheduling, invoicing, customer interactions, and basic marketing. CustomerBase is known for its ease of use, mobile access, and excellent customer support.
How does CustomerBase integrate with other tools?
CustomerBase integrates seamlessly with payment gateways like Klarna and Affirm, facilitating smooth transactions. Further integration details are not readily available. Contact CustomerBase directly for more comprehensive information on product integrations.
What the main competitors of CustomerBase?
Top alternatives to CustomerBase include Service Fusion, Successware, and Housecall Pro. These competitors offer similar features for service-based businesses, such as scheduling, dispatching, invoicing, and customer management. While NetSuite and Bloom also offer business management tools, they cater to different market segments.
Is CustomerBase legit?
CustomerBase appears to be a legitimate software option, especially for small service businesses. Positive reviews highlight its user-friendly interface and excellent customer support. However, potential users should be aware of reported limitations with time tracking and invoice attachments.
How much does CustomerBase cost?
CustomerBase offers Standard and Premium plans. Specific pricing information is not publicly available; contacting CustomerBase directly is recommended for detailed pricing and to determine if the product's value aligns with your budget.
Is CustomerBase customer service good?
Customer service is excellent, with users highlighting the helpful, patient, and knowledgeable representatives. The support team provides comprehensive onboarding and readily assists with setup and feature explanation. Users consistently praise the prompt and professional assistance received.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.