7.6
Spot Score
CustomerBase Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
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Starts from $39 / Month when Billed Yearly
Overview
Pricing
Features
Buyer feedback
Alternatives
Security & Compliance
Support
FAQ
Blogs
What is CustomerBase?
Introducing CustomerBase, the ultimate solution for small businesses to effectively manage their operations. With a focus on convenience, this business management software enables users to monitor their workflow and appear "on the go" to clients. Create and send professional invoices, automate payment reminders, and accept card payments to improve cash flow. Customizable with various payment gateways, CustomerBase allows for seamless transactions tailored to your business needs. Professional estimates can be generated with ease, including all necessary details such as prices and customer notes. With two-way text communication and automated notifications, stay connected and engaged with your customers. Ideal for freelancers, photographers, beauty salons, and more.
Pricing
Starts from $39 / Month when Billed Yearly
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
CustomerBase was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider CustomerBase
- Team types
- Freelancers / Consultants, Large Enterprises
Why teams choose CustomerBase
Streamlined invoicing and payment processes
User-friendly for quick adoption
Is CustomerBase right for you?
What buyers should know before shortlisting CustomerBase
CustomerBase is designed for small businesses to manage operations efficiently. Its invoicing and payment features are particularly beneficial for cash flow management.
CustomerBase pros and cons
- CustomerBase pros
Streamlined invoicing and payment processes
User-friendly for quick adoption
- CustomerBase cons
Limited CRM functionalities compared to competitors
Not suitable for larger businesses
Ready to try it?
Get started with CustomerBase
Connect with the team for a personalised demo.
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See how it stacks up
Compare CustomerBase side-by-side with top CRM Software alternatives.
What is the pricing of CustomerBase?
CustomerBase Pricing Plans
Start
1 user
Client manager (CRM)
Client Portal
Scheduling
Job Details & attachments
Show more +
Advanced
up to 7 users
Includes features of Start plan, plus
Booking
Automated emails and text messages
Job forms
Show more +
Pro
up to 30 users
Includes features of Advanced plan, plus
Two-way text messaging
Lead management
Optional line items and packages
Show more +
CustomerBase reviews and ratings
What buyers like
- Professional invoicing
- Payment automation
- Workflow monitoring
Common complaints
- Limited CRM features
- Not suitable for large enterprises
- Basic reporting
What are the features of CustomerBase?
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
CustomerBase security and data handling
Key compliance certifications and security features for IT and security teams evaluating CustomerBase.
Certifications
Developer & data
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Frequently Asked Questions About CustomerBase
Common questions buyers ask before choosing CustomerBase.
CustomerBase is a CRM Software. CustomerBase offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Lead Scoring and many more functionalities.
Buyers commonly note the following limitations of CustomerBase: Limited CRM functionalities compared to competitors; Not suitable for larger businesses.
Some top alternatives to CustomerBase includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Salesforce and monday sales CRM by monday.com.
CustomerBase offers Subscription pricing model
The starting price of CustomerBase is $39/Month when Billed Yearly
Ready to try it?
Get started with CustomerBase
Get connected with the team for a personalised demo.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].