Customer Relationship Management (CRM)
Create and manage customer profiles to better serve your customers. Store customer information, log comments, track updates, and easily find customer jobs and invoices.
Customer profiles provide quick access to important information and contact methods. Track both individual customers as well company customers with multiple points of contact.
View all jobs, estimates, and invoices created for the customer to never lose track of customer history and payments.
All customer related files such as photos and invoice PDFs are conveniently stored in the customer profile for quick referencing.
Log comments to their profile for chronological notes and updates.