CustomerBase vs e

CustomerBase provides the most powerful small business software that is used by thousands of business owners to manage sales, operations, reputation management, and customer service. Send invoices, schedule and dispatch your employees, create estimates, generate reviews and accept payments all in one software app. 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.

The e-manage|ONE Customer app is a powerful solution for dealership customers, providing seamless access to project information and streamlined communication with the dealership. Customers can efficiently view active opportunities, order statuses, documents, quotes, invoices, drawings, and installation schedules. The app allows them to create notes, manage project calendars, start new projects, attach documents, submit punch lists, request services, and explore inventory. With a user-friendly interface and personalized project visibility, the app fosters enhanced customer engagement. Additionally, the integration of the dealership's branding and logo opens up marketing opportunities to reach other businesses. From the administrator app, key functionalities include managing company information, viewing scheduled projects, accessing new notes and documents, initiating new projects, placing projects on hold or canceling them, and reviewing project-specific details such as status, decision dates, scope of work, salesperson, and relevant tabs for documents and notes. The app further provides a menu for actions like uploading documents, creating notes, and links to the dealership's website. Customers can filter projects based on their status, making it easy to find the information they need quickly. Overall, the e-manage|ONE Customer app empowers dealership customers with comprehensive project management tools, fostering efficient collaboration and enhancing their overall experience.