CustomerBase: For Businesses
| Category | Price | Seller | Device |
|---|---|---|---|
| Business | Free | Business Solutions, LLC | iPhone, iPad, iPod |
CRM Highlights:
‣ All sms and email messaging with customers is tracked and completed within the app
‣ Record phone calls between employees and customers to improve service
‣ CRM to keep track of customer records and history
‣ Send customers a text message to let them know you're on your way
‣ Get customer sign-off with signature approval
‣ Share custom forms and checklists with your customers to show off what was done
‣ Allow customers to pay invoices and book new work online
Payment Processing:
‣ Get paid in-person and on-site with our credit card reader or manually enter payment info
‣ Get paid even faster with online with sms/email and in-app payment processing
‣ Analyze payment performance insights within the app
‣ Book jobs from your website, over the phone, on google, on facebook, and more
‣ Customers can approve estimates and invoices online
Scheduling and Job Management:
‣ Drag and drop calendar editing
‣ Dispatchers organize jobs and book jobs for employees
‣ Update employees on job modifications via push and sms notifications on their phones
‣ Dispatchers optimize routes to be efficient with employee schedules
‣ Take notes on the job, add photos, track expenses, update invoices until the job is complete
Small Businesses We Service:
CustomerBase is used by many industries including:
‣ appliance repair
‣ carpet cleaning
‣ cleaning
‣ contracting
‣ handyman services
‣ HVAC
‣ landscaping
‣ lawn care
‣ painting
‣ pest control
‣ plumbing
‣ pressure washing
‣ window cleaning
‣ and over 30+ more
Additional Features:
‣ Import job history
‣ customer database
‣ price list import and customization
‣ Sync job data
‣ reconcile payments and invoices via Quick books Online
#1 in Customer Support:
‣ Our support team is recognized as the best in the business by small business owners time and time again.
‣ We are always here to help with phone support and email support.
