Customer database
Full CRM for every customer.
Replaces a phone contacts list and someone's memory. Anyone in the office can pick up any call and know exactly what happened last time.
Every customer, every site, every job — one record.
Full history per customer with multiple sites, notes, tags, certificates and the complete timeline of quotes, jobs, invoices and messages. Import from your old software in one click.
Anyone in the office can pick up any customer call and know exactly what happened last time.
- One record per customer with contacts, addresses, notes, tags and the full history
- Multiple sites per customer, each with its own access notes, key-safe details and job history
- Search by name, phone, email, postcode or job reference
- Import from a spreadsheet or from your old system without losing the history
Step 01 of the job: enquiry
A customer fills in your booking form at 9pm. Gaffer creates the lead, texts them back within seconds, tells you where the enquiry came from, and puts it in your pipeline before you have even seen it.
Customer database is one part of that step. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What does customer database replace?
For most trade businesses, a phone contacts list and someone's memory. Anyone in the office can pick up any call and know exactly what happened last time.
Does customer database work on a phone, and offline?
Yes. The mobile app is offline-first: records created on site are stored on the device and synced automatically, in order, when signal returns. Lofts, plant rooms and rural sites were the design brief.
Which plan is it on?
Every paid plan. Customer database is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
How long does it take to start using?
Minutes. Start a 14-day free trial with no card, pick your trades at sign-up, and customer database is switched on with your trade's templates already in place.
Put customer database to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.