Customer CRM

Know your customers deeply.

Full customer profiles with multiple service properties, complete communication history, at-a-glance analytics, and one-click quick actions. The customer data that compounds over time.

Start Free TrialSee All Features
MJ
Mike Johnson
Customer since Mar 2023 · 2 properties
Active
$6,840
Lifetime Value
14
Total Jobs
$0
Outstanding
Service Properties
🏠412 Oak Lane, Austin TX9 jobs
🏢88 Rental Court, Austin TX5 jobs
New Job
Send Estimate
Message
Full
Customer history — every interaction
Multi
Property support per customer
At-a-glance
Analytics on every profile
Smart
Search & filter across all data
Customer Data

Every interaction, automatically logged.

Every job, estimate, invoice, payment, and message is linked to the customer profile automatically. Nothing to manually track — the history builds itself.

✓Full job & estimate history with status and amounts
✓Complete SMS and email communication log
✓Lifetime value, total jobs, average job size calculated automatically
Customer Timeline
📋
Estimate EST-0248 sent
Mar 28
Signed
📅
Job #204 scheduled — Oak Lane
Apr 1
Complete
💳
Invoice INV-1040 — $840
Apr 2
Paid
💬
SMS: "Invoice received, thanks!"
Apr 2
Inbound
📋
New estimate EST-0261 sent
Apr 8
Viewed
How It Works

Customer data that compounds over time.

→
1
Add your customers
Import from Google Contacts or add customers manually. Every customer gets a full profile page immediately.
→
2
Add service properties
One customer can have multiple service addresses. Each property has its own job history and scheduling context.
→
3
History builds automatically
Every job, estimate, invoice, payment, and message is linked to the customer profile. Nothing to manually track.
4
Act from the profile
Create a new job, send an estimate, email an invoice, or start a conversation — all from the customer profile in one click.
Everything Included

Built for lasting customer relationships.

👤
Full Customer Profiles
Contact info, tags, notes, service history, lifetime value, and communication logs — all on one page.
🏠
Multiple Properties
Track multiple service addresses per customer. Each property has its own job history and scheduling context.
📋
Job & Estimate History
See every job, estimate, and invoice ever created for a customer — with status, amount, and date.
💬
Communication History
Every SMS and email exchange is logged on the customer profile. New team members can catch up instantly.
⚡
Quick Actions
Create jobs, send invoices, write messages, and schedule follow-ups directly from the customer profile.
📊
Customer Analytics
Lifetime value, average job size, total jobs, and outstanding balance — calculated automatically.
🔍
Search & Filter
Find any customer instantly. Filter by status, tags, location, or lifetime value across your full list.
🔗
Google Contacts Sync
Import customers from Google Contacts. Two-way sync keeps your contact list current.
Syncs with your contacts

Your customer data, always in sync.

Google Contacts
Estimates
Jobs & Scheduling
Invoicing
Communications
QuickBooks
Dashboard Analytics

Build customer relationships that last.

Know your customers deeply. Serve them better. Build a business that grows on repeat work.

Start Free Trial — No Credit Card