Contact management suite
The full customer story, ready when you need it.
Every customer detail, job note, and conversation stays together, so the right info is always on hand.
Single source of truth
Every contact, every job, connected.
Keep history, paperwork, and communication in one view with customer contact management built for busy teams, so handoffs don’t miss a detail.
Unified contact record
Names, sites, numbers, and notes stay alongside full job history.
Timeline of touchpoints
Calls, visits, and emails logged by person, date, and job.
Paperwork stays linked
Quotes, invoices, surveys, and forms stay tied to the right customer.
Smart tags and filters
Find contacts by job type, location, or kit installed last time.
Files and photos
Store certificates, site notes, and photos against the right record.
Quote-to-job flow
Create jobs, build quotes, and invoice without switching records.
Contact performance
The metrics teams care about.
Track response speed, follow-ups, and client history without juggling systems.
Response time
2.1h
Faster replies
Follow-ups due
14
Auto-assigned
Quotes sent
38
This month
Repeat work
62%
Existing customers
Benchmarks vary by team size
Contact management software
Know who to call, what was promised, and what’s next.
Import contacts, track every interaction, and move from conversation to quote without losing context. It’s CRM contact management that stays simple for field and office teams.
- 1 Import contacts and keep duplicates under control.
- 2 Log calls, emails, and visits in the same record.
- 3 Turn conversations into quotes and invoices without retyping details.
- 4 Tag and filter contacts so follow-ups don’t slip.
Contact lifecycle
Every relationship moves forward.
Turn conversations into booked work with a clear, repeatable path.
Capture the lead
Log details from calls, forms, or email in one record.
Confirm the visit
Schedule surveys and note site access or compliance needs.
Send the quote
Build quotes directly from the contact record.
Complete the job
Keep photos, notes, and updates tied to the client.
Win repeat work
Follow-ups and reminders keep customers coming back.
Teams stay aligned
Each role sees what matters most.
Give every team member a clear, shared view of the same contact without noise.
Office view
See timelines, documents, and outstanding tasks at a glance.
Field view
Access site notes, photos, and history on the go.
Manager view
Track follow-ups, pipelines, and workload health.
Finance view
Match quotes, invoices, and payments to the right client.
Contact dashboard
Customer history
Next action
Follow up on quote
Thu, 10:30 AM
Last service
Boiler install
Jan 22, 2026
Follow-ups and reminders
Stop losing follow-ups.
Automated reminders, a complete communication history, and recurring job tracking keep every relationship moving forward. Your CRM does the remembering, so your team can focus on the work.
- 1 All contact notes, emails, and files in one place.
- 2 Recurring jobs and reminders without manual chasing.
- 3 Full job history on screen when customers call.
Security and control
Protect every contact record.
Built-in safeguards keep customer data secure without slowing teams down, so your CRM is safe to use company-wide.
Granular permissions
Control who can view, edit, or export contact data.
Automatic backups
Contact history and files are protected by routine backups.
Secure file storage
Certificates, photos, and notes are stored with access controls.
Activity visibility
Track updates and changes to keep records accountable.
Leave manual contact management behind.
Give your team one shared view of every customer and every job.