Customer Management
All your customers in one place — find anyone in seconds
Keep track of every customer, lead, and property. Built for people who are out working all day, not sitting at a computer. Organise contacts, track interactions, and never lose a potential job.
What it helps you do
- Unlimited customer contacts on every plan
- Store multiple properties per customer
- Track lead sources and conversion
- Custom fields for your business needs
More capabilities and examplesRead the lower-frequency details when you need them.
More capabilities
- Tag and segment customers easily
- Import existing data from spreadsheets
- Full search and filter capabilities
- Access on mobile and desktop
Examples
- Keep detailed notes on customer preferences
- Track property sizes and service requirements
- Follow up with leads at the right time
- Segment customers by service type or location
Explore related features
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