---
description: Review of CustomerBase Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: CustomerBase | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Appointment Scheduling Software](/directory/4731/appointment-scheduling/software) > [CustomerBase](/software/449923/CustomerBase)

# CustomerBase

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> CustomerBase is a cloud-based customer relationship management (CRM) platform that helps small businesses handle sales, operations, customer services and more via a unified platform.

CustomerBase allows users to share invoices, dispatch employees, generate estimates, create reviews, and accept payments. It allows organizations to track client records and history, communicate with customers via short message service (SMS) and email and receive customer sign-off on forms and documents. Additionally, businesses can use the platform to process and analyze payments, access performance insights and book jobs from a variety of sources.
> 
> Verdict: Rated **5.0/5** by 48 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 48 Reviews |
| Ease of Use | 4.9/5 | Based on overall reviews |
| Customer Support | 4.9/5 | Based on overall reviews |
| Value for Money | 4.8/5 | Based on overall reviews |
| Features | 4.8/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: CustomerBase

## Commercial Context

- **Pricing Details**: Please contact CustomerBase for pricing details.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Alerts/Notifications
- Appointment Management
- Automated Scheduling
- Availability Management
- Billing & Invoicing
- Calendar Management
- Client Database
- Client Management
- Client Portal
- Confirmations/Reminders
- Contact Management
- Credit Card Processing
- Customer History
- Customisable Branding
- Customisable Forms
- Customisable Reports
- Customisable Templates

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

- [Appointment Scheduling Software](https://www.softwareadvice.co.uk/directory/4731/appointment-scheduling/software)

## Related Categories

- [Appointment Scheduling Software](https://www.softwareadvice.co.uk/directory/4731/appointment-scheduling/software)
- [CRM Software](https://www.softwareadvice.co.uk/directory/4153/crm/software)
- [Payment Processing Software](https://www.softwareadvice.co.uk/directory/4526/online-payment/software)

## Alternatives

1. [PayPal](https://www.softwareadvice.co.uk/software/104664/paypal) — 4.6/5 (26363 reviews)
2. [Venmo](https://www.softwareadvice.co.uk/software/317580/venmo) — 4.7/5 (9278 reviews)
3. [Stripe](https://www.softwareadvice.co.uk/software/49509/stripe) — 4.6/5 (3330 reviews)
4. [Square Payments](https://www.softwareadvice.co.uk/software/374157/square-payments) — 4.7/5 (2680 reviews)
5. [Square Point of Sale](https://www.softwareadvice.co.uk/software/374161/square-register-pos) — 4.6/5 (3027 reviews)

## Reviews

### "Above and beyond" — 5.0/5

> **ERIC** | *22 May 2025* | Construction | Recommendation rating: 10.0/10
> 
> **Pros**: They were very patient with me. Extremely understanding to the fact that I'm not used to the office side of things and we're very informative.
> 
> **Cons**: There's nothing at all I have to say negatively about them. They were courteous and understanding and definitely took my situation into consideration.
> 
> It was an absolute pleasure working with them. They were very thorough and made sure I felt comfortable in the orocess. They take care of EVERYTHING\!\!\!

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### "my experience with customerbase" — 5.0/5

> **molly** | *11 February 2025* | Professional Training & Coaching | Recommendation rating: 10.0/10
> 
> **Pros**: they have exceptional workers that are there to help you grow.
> 
> **Cons**: I honestly cannot think of a con to using this business
> 
> My experience is a great one. The man I work with  \[sensitive content hidden\] is very thorough on helping us every step of the way. Any questions we have are immediately answered in a professional manner I can understand and respect. I highly recommend

-----

### "Jose Gonzalez Electrical Service LLC" — 5.0/5

> **Jose** | *26 August 2024* | Electrical/Electronic Manufacturing | Recommendation rating: 3.0/10
> 
> **Pros**: Just how she took the time to explain everything and was so patient with me.
> 
> **Cons**: There was nothing I have to say as far as something bad because everything so far has been very nice.
> 
> So far it has been very good experience

-----

### "Great Customer Support" — 5.0/5

> **Kerri** | *2 June 2025* | Construction | Recommendation rating: 8.0/10
> 
> **Pros**: \[sensitive content hidden\] My account manager is always so helpful and walks me through any questions or issues I may have.
> 
> **Cons**: Haven’t come across anything not to like yet. Any issues I’ve had, they go to work on right away or at least attempt to improve it.
> 
> It has been a great experience working with \[sensitive content hidden\] and other members of the Customer Support Team. They are always available promptly to help.

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### "\[sensitive content hidden\] was very helpful" — 5.0/5

> **CJ** | *23 January 2025* | Automotive | Recommendation rating: 10.0/10
> 
> **Pros**: \[sensitive content hidden\] was very helpful and thorough in helping me get started
> 
> **Cons**: None come to mind.—
> 
> Very good, \[sensitive content hidden\] was very helpful and explained everything in great detail

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/449923/CustomerBase)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/appointment-scheduling/customerbase-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/449923/CustomerBase> |
| en-GB | <https://www.softwareadvice.co.uk/software/449923/CustomerBase> |
| en-IE | <https://www.softwareadvice.ie/software/449923/CustomerBase> |
| en-NZ | <https://www.softwareadvice.co.nz/software/449923/CustomerBase> |

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