Product
Customer Management
Every family, pet, and preference in one organized place.
What Customer Management does for you. The essentials, connected.
One record per family
Contacts, pets, notes, and history live together in a single profile.
Search that keeps up
Find any client, note, or detail across your whole base in seconds.
Shared with your team
Everyone works from the same up-to-date record, in real time.
How it works
Keep client details, notes, history, and contacts together so your whole team works from the same record. Find anyone in seconds and pick up right where you left off.
- 1
Import or add
Bring in your contacts or add them as they come.
- 2
Capture the details
Notes, preferences, and history attach to each profile.
- 3
Work from one place
Your team picks up right where the last person left off.
What you get
- Unified client and contact records
- Notes, history, and preferences in one view
- Fast search across your customer base
- Shared with your team in real time
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