What is CustomerBase and how does it work? CustomerBase is a specialized software for small businesses that allows them to conveniently manage their various processes. It enables users to monitor their workflow and indicate their availability status to customers. The software facilitates the creation and sending of professional invoices, automates payment reminders, and enables online card payments. Users can choose their preferred payment gateway to enhance their cash flow. With CustomerBase, users can generate professional estimates that include important details such as terms and conditions, prices, dates, and customer notes. This software also supports two-way text communication between users and customers, and offers customization options and automated notifications to keep customers engaged. It is particularly beneficial for small businesses in fields such as freelancing, photography, beauty salons, hair salons, tree services, and catering.

CustomerBase Pricing Model


CustomerBase Screenshots


CRM Features, Quotes (Proposals), List Management, Customer Support, Marketing Automation, Lead Scoring, Product Catalog, Referral Tracking, Project Management, Call Logging, Contact Management

Technical Details

  • SupportOnline
  • Customer TypeFreelancers Large Enterprises Medium Business Small Business
  • Location / Phone NumberNA
  • DeploymentSaaS/Web/Cloud Mobile - Android Mobile - iOS
  • Official Website
  • CategoryCRM Software


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David Bond

Senior editor

David is a well-known advocate for the implementation of cloud-based solutions and automation tools for small businesses. He strongly believes that this technology solutions for small businesses and startups are the thing that provide true edge on the market. He writes primarily about project management and sales software.