One customer record that remembers everything so your team doesn't have to
Client CRM keeps contact details, every address, service history, notes and communications on a single profile — so whoever picks up the phone already knows who they're talking to and what happened last time.
- Every address, note and past job lives on one customer profile
- Search finds any customer in seconds, not a scroll through spreadsheets
- Tags and notes keep the whole team on the same page about who this customer is
Contact details, properties and history in one place
Customer knowledge lives in someone's memory, not the system
The tech who's serviced this house for years knows the quirks. Everyone else starts cold, and when that tech is out sick, so is the knowledge.
Contact details, properties and preferences in one view
Open a customer and see every phone number, every service address, and the notes that matter — allergic to strong scents, keeps a key under the mat, always wants a text before arrival. Tags group customers by whatever matters to your business.
- Multiple service addresses under a single customer account
- Notes and tags capture the details spreadsheets lose
- Preferred contact method and communication history in one place
Every past job, estimate and invoice, found in seconds
Service history builds itself automatically as jobs complete, so there's never a manual log to keep. Powerful search means the office finds any customer by name, phone, address or even an old invoice number.
- Service history populates automatically as jobs finish
- Search by name, phone, email or property address
- Communication log tracks calls, texts and emails on the record
What you get out of the box
Live in an afternoon, not a quarter
Create the profile
A new customer is added from a call, a booking or an estimate, with details captured once.
Attach properties
Add every service address the customer needs work at, all under one account.
Let history build
Jobs, estimates and invoices attach to the profile automatically as they happen.
Search when needed
Anyone on the team pulls up the full picture in seconds, from any device.
Built for the people doing the work
Part of the same platform, not a bolt-on
Client CRM shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Customer records, history and search are core to every plan — there's no limit on how much customer knowledge you can keep.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyGive every customer the personal service they remember
Keep contact details, history and preferences on one record the whole team can see.