Feature
Track leads from first enquiry to signed-up client, keep every property’s details and access notes to hand, and see the full history of every message your business has ever sent them.
Capture enquiries from your website and phone, qualify them, and convert to clients with quotes and assessments attached along the way.
Each property holds access notes, key info, service history, and its own geofenced location for accurate on-site clock-in.
Every SMS, WhatsApp message, and email — automated or hand-written — is logged against the contact, so anyone on your team can pick up the thread.
Consistency scoring highlights reliable, long-standing customers and flags accounts that cancel often or pay late — before they become a problem.
Messages carry smart links straight into quotes, invoices, and bookings, so clients act in one tap instead of hunting through their inbox.
Contacts aren’t just customers — track prospects, suppliers, and partners with the same detail, all searchable in one list.