Customer Management

Everything You Need, Nothing You Don't


Our platform is like having a CRM (customer relation management) built right into it. As you generate quotes, customers that didn't already exist in your account are automatically added. View and edit all customer information at any time and export data when you need to.

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Customer Lifecycle

Keep a history

Our platform records all major events with each of your customers. These include things such as a quote was sent to them, they viewed or responded to one, or their information was updated. This allows you to keep track of where each customer stands and what's been sent to who and when.

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Import Your Own List

Already have customers?

Already have a customer list? You probably do. In that case, you can easily upload your current list of contacts via an Excel spreadsheet. This will help you get up and running in no time. In addition, you can export your customer list at any time for import into other systems. There's no limit to the number of customers we allow you to store either.

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