Customers
The issue
Customer details and history scattered across inboxes and folders.
Open one customer and see jobs, quotes, invoices, files, and notes together.
Open a customer and see their jobs, quotes, invoices, and files without hunting through shared drives or personal inboxes. Tag showrooms, end customers, and contractors so the list matches how you sell.
Contact details, recent jobs, total value, and outstanding invoices sit together - so office and field open the same history before ringing or arriving on site.
Customer email and team notes live on the record, so callbacks do not start with “what did we agree last time?”
Who it helps
Pull up the full history before the next call - contact details, jobs, and outstanding invoices together.
Confirm customer and job context without digging through email threads.
Arrive knowing what was quoted, fitted, and noted last time.
Start your 14-day free trial or book a demo with our team. Built specifically for stone and worktop fabricators.
