Customers & CRM
Pick up where
you left off.
The name rings a bell. The details should, too. Keep the people, conversations, and work connected from the first hello to the next job.
AM
Avery Morgan
24 Oakridge Lane
Prefers a text
“The side gate opens onto the driveway.”
Customer noteNo projects yet.
It starts with a name.
Save their contact details and how they like to hear from you. Add the little things they tell you, while they’re still fresh.
A customer record.
With a little more memory.
Notes, past projects, estimates, invoices, and documents. Open a person’s profile and find the details your team needs for the conversation ahead.
Contacts preview
A silent recording. Explore the contact directory and open a customer profile The recording moves through projects, invoices, estimates, connected people, and the other profile sections.Know who’s connected.
The homeowner. Their partner. The property manager. Keep related people and companies connected, so your team knows who’s part of the picture.