CRM


Need to know the status of your leads, customers and work? now you know

All details for your customers kept safe, easily editable when things change and fully compliant with the new regulations on the right to be forgotten, storage and encryption.

Active and Inactive Customers

Active and Inactive Customers

Keep a record of all customers, new leads, active and inactive customers in one place. Filter to view different groups and gather financial and job insights. Freeze customers who aren’t up to date with their payments, and defrost them when they’ve paid up!

Communication

Communication

Keep in touch with your customers through appointment reminders, payment requests, marketing etc with one touch to send SMS or emails in bulk. Keep track of engagement with real time email read status and decide whether your communication is one or two way.