Every client, message, job, note, payment and preference is stored in one clean workspace giving you instant clarity, better communication, and a more professional experience for your customers.

Keep all your customerโs information, including contact details, job history, notes, photos, preferences, invoices and messages. Instead of managing clients across multiple apps, everything lives in one place so you can understand their full history at a glance and deliver a smoother, more personalised service.

Keep track of every job a client has booked, past, current or upcoming. You can see their previous work, photos, messages, issues, quotes and payments instantly. This gives you full context before every conversation and helps you avoid mistakes or repeated questions.

With the CRM connected directly to your Inbox and Calendar, you always respond with the right information. When a client messages you, you see who they are, what work youโve done, whatโs due and what needs following up. Personalized, professional replies become effortless, even during busy periods.

Bildo keep track of your best clients, repeat patterns, overdue follow-ups and opportunities to win extra work. From upsells to regular maintenance reminders, the CRM becomes an engine for long-term customer value, not just a storage system.
