Every customer, every detail, one place
See contacts, billing addresses, service locations, notes, quotes, jobs and invoices together. Review account balances and active work without treating customers as transaction stages.
Rivera Residence
Maria Rivera · (555) 014-2290 · 48 Willow Bend Dr
Add customers manually or import via CSV
Link customers to jobs as they come in
Record calls and notes in account activity
Review open quotes, active jobs, invoiced totals and account balances
View full history — every job, invoice, and payment in one place
Every role sees only what they need. Here's who has access to CRM & Accounts and what they can do:
Full access — manage all customers and accounts
Full access — same as Super Admin
View and manage customer records, create jobs from CRM
Full CRM access — manage leads, follow-ups, and conversions
See CRM & Accounts in action — no credit card, no commitment.