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Customer CRM

Every customer's full history in one place — jobs, balances, and notes.

A unified record for every customer you've worked with, built automatically from your jobs, quotes, and appointments — no data entry required. Know who's overdue, who's due for a maintenance renewal, and who's ready to become a repeat customer.

Customer CRM screenshot

See how your customer relationships perform

Growth trend, customer segments (VIP, at risk, one-and-done), and quote/invoice funnels — computed automatically from data you already have.

See how your customer relationships perform

Set it once, it runs itself

Control how far back "gone quiet" reaches, when payment reminders fire, and whether direct jobs invoice themselves.

Set it once, it runs itself

Every customer, automatically

  • Job count, last activity, next appointment, lifetime spend and outstanding balance — built from real job data, not manual entry
  • Search by name or email; sort by activity, outstanding balance, spend, or next appointment
  • One-click filters: outstanding balance, active maintenance contracts, upcoming this week

Surfaces who needs attention

  • Reconnect — no activity in a while and no active maintenance contract
  • Renewals — a maintenance contract expiring within 60 days
  • Convert — 3+ completed jobs with no maintenance contract yet, your best upsell candidates
  • VIP, at-risk, and one-and-done customer segments, with a growth trend and quote/invoice funnel on the Insights dashboard

A full picture per customer

  • Overview, job history, invoices, registered assets, maintenance contracts, and private team notes — six tabs, one customer
  • A synthesised activity timeline built from jobs, quotes, and payments — no separate logging
  • Notes are internal-only, never visible to the customer

Stay in touch without lifting a finger

  • Send a batch check-in, maintenance reminder, or seasonal prompt to everyone who's gone quiet — by email, WhatsApp and SMS
  • Automated, trade-specific maintenance reminders (32 templates across every trade) that fire off a completed job's category — geyser services, DB board checks, pre-summer roof inspections and more
  • Log an enquiry the moment it comes in — phone call, WhatsApp, walk-in — so it's never lost before it becomes a job
  • Set a warranty or follow-up reminder on any completed job, with an optional message sent to the customer automatically

Free

No monthly fee. No setup cost. Use it whether or not you ever take a marketplace lead.

Get started free

See the full how-to guide →

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Customer profile