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

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.&#10;&#10;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 49 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 49 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
- Calendar Sync
- Client Database
- Client Management
- Client Portal
- Confirmations/Reminders
- Contact Database
- Contact Management
- Credit Card Processing
- Customer Database
- Customer History
- Customisable Branding

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

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

## Related Categories

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

## Alternatives

1. [PayPal](https://www.softwareadvice.co.nz/software/104664/paypal) — 4.6/5 (26597 reviews)
2. [Venmo](https://www.softwareadvice.co.nz/software/317580/venmo) — 4.7/5 (9302 reviews)
3. [Stripe](https://www.softwareadvice.co.nz/software/49509/stripe) — 4.6/5 (3369 reviews)
4. [Square Payments](https://www.softwareadvice.co.nz/software/374157/square-payments) — 4.7/5 (2706 reviews)
5. [Square Point of Sale](https://www.softwareadvice.co.nz/software/374161/square-register-pos) — 4.6/5 (3033 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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### "Review after 5 months of use" — 5.0/5

> **Connor** | *16 September 2024* | Construction | Recommendation rating: 8.0/10
> 
> **Pros**: Easy to use, this system can easily handle workload for a smaller to medium size business
> 
> **Cons**: I’d like to be able to setup automated responses to customers, have set products/services with their set price.
> 
> 8.5/10 outstanding customer service, just lacks some features ideal for larger scale companies

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### "Good review" — 5.0/5

> **Cameron** | *13 September 2024* | Construction | Recommendation rating: 3.0/10
> 
> **Pros**: The customer service\! My account manager is really helpful and polite\!
> 
> **Cons**: I haven’t found anything I don’t like about it yet
> 
> It has been seamless so far and have used quick books in the past but I’ll be dropping it for customers base now\!

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### "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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### "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

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/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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