CustomerBase: For Businesses 1.5.82

Business Solutions, LLC – Freeware – iOS
out of 8 votes

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CustomerBase offers robust small business software that aids thousands of business owners in managing sales, operations, reputation, and customer service effectively. The software enables users to send invoices, schedule employee dispatches, create estimates, generate reviews, and accept payments within a single application.

Key CRM Features:
<ul>
<li>All SMS and email communications with customers are conveniently organized within the app.</li>
<li>Record phone conversations between employees and clients to enhance service quality.</li>
<li>Efficient CRM system for tracking customer records and history.</li>
<li>Notify customers via SMS when you are en route.</li>
<li>Secure customer sign-off with signature approval.</li>
<li>Share personalized forms and checklists with clients to showcase completed tasks.</li>
<li>Enable customers to settle invoices and schedule new work online.</li>
</ul>

Payment Processing Capabilities:
<ul>
<li>Accept in-person payments on-site using the credit card reader or manual entry of payment information.</li>
<li>Faster payment collection through online, SMS, email, and in-app payment processing.</li>
<li>Analyze payment performance insights seamlessly within the application.</li>
<li>Easily book appointments through various platforms such as websites, phone calls, Google, and Facebook.</li>
<li>Customers can approve estimates and invoices digitally.</li>
</ul>

Scheduling and Job Management Tools:
<ul>
<li>Effortlessly edit schedules with drag-and-drop calendar functionality.</li>
<li>Dispatchers efficiently organize and allocate jobs to employees.</li>
<li>Notify employees of job updates through push notifications and SMS messages.</li>
<li>Optimize routes for improved efficiency based on employee schedules.</li>
<li>Take job-specific notes, add photos, track expenses, and update invoices until completion.</li>
</ul>

Supported Small Business Industries:
<ul>
<li>Appliance Repair</li>
<li>Carpet Cleaning</li>
<li>Cleaning Services</li>
<li>Contracting</li>
<li>Handyman Services</li>
<li>HVAC Services</li>
<li>Landscaping</li>
<li>Lawn Care</li>
<li>Painting Services</li>
<li>Pest Control</li>
<li>Plumbing Services</li>
<li>Pressure Washing</li>
<li>Window Cleaning</li>
</ul>

Additional Functionalities:
<ul>
<li>Import job histories and customer databases.</li>
<li>Customize and import price lists as needed.</li>
<li>Synchronize job data seamlessly.</li>
<li>Easily reconcile payments and invoices with QuickBooks Online integration.</li>
</ul>

#1 in Customer Support:
<ul>
<li>The support team is consistently rated as the industry's best by small business owners for exceptional assistance via phone and email support channels.</li>
</ul>

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