Custom contact fields
Add your own fields, job type, property size, referral source, whatever matters to you.
CRM & Contacts • 02
Every customer and lead in one record instead of scattered across a notebook, a phone, and someone's memory.
The system doesn't track the details specific to your business.
Add your own fields, job type, property size, referral source, whatever matters to you.
The record actually matches how you run the business.
How this fits your business
Nobody uses everything on this list. What gets turned on for you depends on what your business actually needs, and it is covered by a single monthly plan instead of being billed line by line.
This is one piece of the CRM & Contacts suite. If it would fix a real problem in your business, ask and we will talk about turning it on. Everything here connects to the same system, so it works alongside the other tools you already use, not in a separate silo.
Want this turned on for your business?
In 15 minutes, we review your current setup and point out the leaks where money is falling through the cracks. Free, no pitch.