Customer CRM

For a product overview, see /features/customer-crm. This guide covers how to set up and use the CRM day to day.

Before you start

• Available on every plan.
• Owners and managers can add or import customers. Employees can view assigned work tied to customers.

Set up

1. Complete onboarding — company profile and business types populate estimate and widget defaults.
2. Optional: import existing customers during onboarding or later from Customers → Import.
3. Add your logo and business details under Settings → Company so estimates and invoices show the right branding.

Daily use

1. Open Customers from the sidebar. Search by name, email, phone, or address.
2. Click New customer to add someone manually, or let widgets and contact forms create records automatically.
3. Open a customer profile to add notes, create estimates, schedule jobs, or send invoices without retyping contact info.
4. Use the timeline on the profile to see every quote, job, and payment for that account.

Tips

• Website leads from the quote widget and contact form land here as new customers when auto-create is enabled.
• CSV import expects columns for name, email, phone, and address — fix rows in a spreadsheet before uploading if the import fails.