CustomerBase
Smart CRM & POS Platform for Small Business
CustomerBase is a business management platform for small and local businesses that combines customer relationship management with point of sale. It brings customer records, scheduling, jobs, estimates, invoicing, payments, and communications into one system, helping businesses manage work from quoting through to payment.
Core modules include a CRM, CustomerHub, Messaging Center with email, SMS and voice, call tracking, two-way text messaging, scheduling with GPS routing and time tracking, estimates with optional consumer financing, and invoicing with templates, payment reminders, and online approval. Payments support card processing, ACH bank payments, paylinks, subscription billing, and instant payouts, with a compact card reader for in-person transactions. An AI Assistant, mobile app, live answering, live chat, and a QuickBooks integration are also listed.
CustomerBase is offered in Standard and Premium editions, with a demo available for both. Payment processing fees differ by edition, and instant payout fees are listed separately. Premium adds a dedicated support engineer, strategic growth advisory, and faster response targets for strategic guidance and technology issues.
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