Customer context
Know the customer, the property, and the work history
Keep contacts, properties, service locations, notes, work, quotes, invoices, and communication context connected to one client record.
One record
The customer, the property, and every visit
Contacts, service locations, notes, equipment, quotes, jobs, and invoices connected to one client record.
In context
Conversations attached to the work
Texts and calls land on the customer record, so the next person picks up with full context.
Customer-safe
Give customers their own view
Invite customers to a portal with their appointments, approvals, and balances — no office phone tag.
Capability
What the workflow includes
- Multiple contacts and service properties
- Lead, request, quote, job, and invoice relationships
- Property details, tags, and notes
- Portal invitations and customer-safe access
How it moves
One path, four handoffs
- 01
Capture
Create the client and service location once.
- 02
Qualify
Turn calls and web requests into owned work.
- 03
Serve
Carry customer and property context into each job.
- 04
Retain
Keep the completed-work and payment history connected.
One connected system
It doesn’t work alone
Client CRM shares records with requests, quotes, jobs and the rest of the platform — one login, one customer record, one operating loop.
Put client crm inside the same operating loop.
Start with the core workflow today, then add operational depth as your crew grows.