CRM & customers
One record per customer, with everything that ever happened.
Every call, website request, estimate, job, invoice and payment lands on the customer's timeline. Service addresses and the equipment at each one are first-class records, so a technician knows the model and serial before the truck leaves.
Included in every plan.
What it does
- Customer 360
- Follow-ups, activity, addresses, equipment, lifecycle stage, consent and maintenance plan on one page, with Call, Estimate and Work order buttons in the header.
- Leads pipeline
- Service requests and leads move through stages with an owner and internal notes; a request becomes a customer with one click and can invite them to the portal.
- Follow-ups that nag
- Website messages, unbooked calls and quotes automatically open follow-up tasks with a due time.
- Segments
- Saved customer segments by stage, tags, equipment age or membership status for targeted outreach.
- CSV import
- Bring customers, parts (with opening stock) and equipment in from a spreadsheet. Every row is validated first; nothing is saved until you confirm.
- Consent on record
- Marketing and service-communication consent is stored per customer with source, wording, IP and time. Follow-up calls can be stopped per customer.
See it with your own company name on it.
Create your company, pick a layout, and book your first job — the trial is free and needs no card. 14-day free trial.