Customers & Leads

Track your customer pipeline from first contact to loyal recurring clients.

Open CRM to manage leads and customers in one place. New contacts from calls, forms, or SMS/email land in your pipeline when those channels are enabled.

Update status as a lead becomes a booked client, add notes, and keep contact details current for follow-ups.

Use the list and detail views to see history tied to that person — calls, messages, and jobs — so your team has context before the next conversation.

CRM is included on Starter and higher operations plans.