One tidy record. Every detail.
A central customer database that links every lead, job, quote, note, and file to the right person, and to the right property.
Dean Walker
Customer since Jan 2024 · 7 jobs
The same customer, three rows in the spreadsheet.
"Was it Mick or Michael? Was that the Brunswick address or the new place?" Without one record per customer, history disappears between quotes. Service Based CRM gives every customer a single record (every job, every note, every address, every payment), visible end to end.
A clean customer database, by design.
One record per customer
A central database linking every lead, job, quote, note, and file to the right person or property.
Full activity timeline
Every interaction in order: leads, quotes, jobs, notifications sent, payments. The full story of the relationship.
Multiple addresses + map
Landlords, multi-property owners, holiday homes: store every address, view them on an interactive map.
Duplicate detection + merge
Spot duplicates as they happen and merge them cleanly. History, jobs, files: all consolidated into the kept record.
Create from record
Spin up a new lead or job directly from a customer page. Context (addresses, contact, history) is carried across automatically.
Global search
Find any customer, lead, job, or line item in seconds, even on a phone, sitting in the van.
See where your customers actually are.
Every customer address is on the map. Plan routes between callouts, group nearby jobs into one trip, and find the side-by-side properties from that strata reno without scrolling through notes.