Contact & Company Management
Every homeowner, property and company in one record, with calls, texts and jobs attached.
The customer record that underpins both the sale and the work that follows it. One contact and company database — communication history, quotes, jobs and segments — shared by Sales Pipeline and Fulfillment Pipeline, so nothing is re-entered and nothing is lost between them.
How it works
01/04
They exist once
The customer is one record, not five copies
No separate list for the phone system, the invoicing tool and the review software. One person, one company, one entry, used by every part of the platform.
02/04
Everything attaches
Every call, text, quote and review lands on it
Nothing lives in someone's phone or someone's inbox. The record accumulates the relationship as it happens, without anyone logging it.
03/04
Three years later
You open it and the whole history is there
The question is never what did we do for them. It is one screen — what was quoted, what was fitted, what it cost, who spoke to them last and what they said.
04/04
You act in bulk
You filter on what is in the record and act on the whole group
Because the history is structured, it is also a filter. Pull the list, send the message, and the sends land back on each record.
- Contact
- Dana Whitfield
- Company
- Whitfield Property Group
- Other contacts there
- 2
- Duplicate entries
- None to reconcile
An illustrative example
What it does
Everything Contact & Company Management handles — built in, not bolted on.
- Contact database with advanced filtering
- Company (B2B) management
- Relationship tracking (contacts to companies)
- Communication history
- Custom fields and tags
- Segment management
- Activity timeline
What changes
What life looks like before and after.
- Before
Another login, another export, another guess.
AfterCentralize all customer information
- Before
Manual work that should happen automatically.
AfterTrack relationships between contacts and companies
- Before
Scattered across tools that don't share a record.
AfterSegment customers for targeted campaigns
- Before
Easy to drop when the day gets busy.
AfterView complete interaction history
When you'd use it
How operators put this to work.
- CRM
B2B with multiple contacts per company
Every homeowner, property and company in one record, with calls, texts and jobs attached.
- CRM
Building segments for marketing campaigns
Every homeowner, property and company in one record, with calls, texts and jobs attached.
More in CRM
Explore what else ships in this category.
Sales Pipeline
Quotes, jobs and customers on one board, so nothing stalls between the call and the sale.
Appointment Scheduling
Estimates and installs booked onto your calendar, with reminders before the truck rolls.
Auto Engagements
Texts and emails that keep chasing the quote after you've moved on to the next job.
One record behind the sale and the job. Track relationships, interactions, and history effortlessly.