Every customer's whole history. One screen.
Keeps every relationship, its history, and a self-serve portal in one place.
Quotes, jobs, invoices, payments, notes - the full record of every relationship, searchable in seconds. Plus a portal your customers can log into themselves.
"How do I keep track of customers?" - like this
Name, addresses, contacts, every quote you've sent, every job you've done, every dollar they've paid. When Mrs. Henderson calls about "that thing you fixed last spring," you know exactly what she means before she finishes the sentence.
Service history per address
What you installed, when you serviced it, what you charged. The customer record is the memory that makes you look like you never forget - because now you don't.
A portal that answers questions for you
Customers log into their own portal to see their quotes, invoices, and payments. "Can you resend that invoice?" stops being a phone call and starts being self-serve.
Your words, not ours
Run an insurance agency? Your customers are Policyholders. Real estate? Clients. Field service? Customers. The app speaks your trade's language from the day you pick your industry.
How customers work
- 01
Add customers by hand - or import your whole list from CSV in one go.
- 02
Everything you do - quote, job, invoice, payment - attaches to the customer automatically.
- 03
Search anything: name, address, phone. The full history is one click deep.
- 04
Invite customers to their portal so they can see documents and pay invoices themselves.
Where it fits
Trades that lean on this most.
Same module, tuned to your trade's language and flow. See how it works for a business like yours.
Plan availability
Customer records, history, CSV import/export, and the customer portal are in every plan. Starter ($9/mo) holds 1,000 customers, Growth ($29/mo) 10,000, Pro ($79/mo) unlimited. Custom fields on records are a Pro feature.
See pricingFrequently asked questions
Common questions about Customers & leads. Can’t find what you’re looking for? Chat to our friendly team
Yes. Export your customer list from Jobber, Housecall Pro, a spreadsheet, or any tool that produces a CSV, and the 9DollarCRM import wizard brings it in with downloadable templates for customers, jobs, and invoices. The door swings both ways: one-click CSV export is included on every plan, always.
Ready when you are
Never lose a customer's story again.
Get started freeFree for 14 days. No credit card. Cancel in two clicks.