CRM

A complete customer management system

NOT ALL CUSTOMERS ARE THE SAME

Customer Types

Whether your business serves strictly residential customers, commercial customers or both, we've got you covered.

Residential
Commercial
Rentals
Property Management
Preferred Customer

Not tech savy

Do not offer future work

Senior Citizen
YOUR DATA, YOUR WAY

Custom Tags

Add custom tags to your customers to help your business run the way you want it to. Easily identify things about your customers with custom tags that you control.

STORE IMPORTANT ASSETS

IMAGES & FILES

Upload and view customer images that can be accessed by your entire team. Upload files such as receipts, contracts, spreadsheets, Word Documents, and PDFs.

job photos
BUILD SIMPLE OR COMPLEX FORMS

Custom Forms

Create custom forms that suit your business needs, such as, inspection forms, system information forms, and job checklists.

custom form for capturing heater information