Manage customers
information all in
one place.
Top rated features that help you automate and efficiently run any service business.
First 3 months free. No card required!
Data Management for Business Success
Power of Information
Powerful Search
Locate your customers by either their name, email or phone number. When you grow your business beyond 100 customers, efficiently finding a needle in the haystack is often a difference between happy and sad customer.
Purchase History
Have the complete customer history at your disposal. All of their appointments, jobs, invoices, quotes, subscriptions and more.
Collaborative Customer Hub
Attachments & Customer Wiki
Files and Pictures tell the story
Upload important contracts, files, documents and pictures that tell the whole story about each customer. Make a process of working with customers a breeze for your team.
Complete customer profile card
Call it Customer Wiki. When your workers are on the job, it’s important for them to have an access to the complete customer information, their location on the map, pictures, previous appointments and other comments that were previously added to their profile to more effectively service them.
Frequently asked questions
From product inquiries to account assistance, we've curated an FAQ for you to help you along the way.
Yes, you can seamlessly integrate existing customer data into our platform. Whether you're migrating from another system or importing data from spreadsheets, we make the transition smooth and hassle-free, ensuring all your valuable information is readily accessible.
The platform allows you to store a wide range of customer information, including contact details, communication history, service preferences, and past transactions. By centralizing this data, you can better understand your customers and deliver personalized experiences.
Yes, protecting customer data is our top priority. Our platform employs advanced security measures and encryption protocols to safeguard sensitive information, ensuring that it remains secure and protected from unauthorized access.
Absolutely! Our platform supports multi-user collaboration, allowing multiple team members to access and update customer information simultaneously. This promotes collaboration and ensures that everyone is working with the most up-to-date data.
Yes, our platform offers powerful reporting and analytics features that allow you to generate insights and track key metrics based on customer data. From customer acquisition costs to retention rates, you can gain valuable insights to inform your business strategy and decision-making.
