FREE CRM · CONTACTS
Before a call or a visit, find the client’s details, notes and history. A contact book designed for the relationships you build on site.
TRY IT YOURSELF
Try the example data. Actions stay on this page, without saving or sending.
4 contacts in this example
Miami · Renovation
Discuss property access before scheduling the visit.
Search for “Miami” or “Maintenance”, then select a profile.
WHAT THE CRM BRINGS TO YOUR WORK
A clear profile saves you from asking for the same details again. Organize contacts in your own words and keep useful observations nearby.
Find the contact without checking several lists. Names, companies and contact details identify the relationship.
Private notes keep context that matters to your work. They are separate from public reviews.
Check the records and follow-up linked to a contact before deciding what to do next.
BUILT FOR YOUR WORKDAY
A new need may emerge weeks after the first job. The details you recorded become the starting point for a more useful conversation.
Explore an example50 SMS and WhatsApp messages combined per month. Individual emails are outside this quota. View plans
HELPFUL ANSWERS
Scope, quotas and useful details.
Contact book notes are private. They support your follow-up and are separate from sent messages and published reviews.
Yes. CSV or Excel import lets you map columns, review a preview and handle duplicates. Each import accepts up to 500 rows.
No. Importing creates a profile in your contact book. It does not automatically create an account or an internal conversation.
FREE CRM · BEEDY
Find your contacts and prepare the next action.
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