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Customer CRM

CRM for handymen and home-service contractors

HandyBook includes a customer database on every plan that keeps contact details, addresses, notes and the full history of jobs, quotes and invoices for each customer. The Business plan adds a sales pipeline board, email and SMS drip campaigns, lead-source ROI, automated review requests and a referral program.

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Which plans include it

Customer CRM is included on every plan (Starter, Pro and Business). The Starter plan is the lowest plan that includes it; see pricing for every feature by plan.

Customer records on every plan

Every quote, job and invoice is tied to a customer, so you can answer "what did we do at this house last spring?" in a few seconds.

  • Contacts with phone, email, address and notes
  • Job, quote and invoice history per customer
  • Communication log of calls, emails and texts
  • CSV import to bring an existing customer list across

Business: grow repeat and referral work

The Business plan turns the customer list into a growth engine.

  • Pipeline kanban: lead → contacted → quoted → won
  • Email and SMS drip sequences triggered by lifecycle events
  • Lead-source ROI so you know which channel produces paying customers
  • Automatic Google review requests after a job
  • Referral codes that credit the referrer
  • A full chronological customer timeline

Customer CRM: frequently asked questions

Is the CRM included on every plan?

The customer database and job history are on every plan. Pipeline, drip campaigns, review automation and referrals are on Business.

Can I import my existing customers?

Yes. You can import customers from a CSV file, and Pro and Business can import customers and history from QuickBooks Online.

Related features

Quotes & estimatesBuild line-item quotes with labor and materials, text or email them, and let customers accept and e-sign online. HandyBook quoting for handymen and contractors.Job schedulingSchedule jobs on a day, week or month calendar, assign crew, sync with Google Calendar and set recurring work. HandyBook scheduling for handymen and contractors.Customer portal & websiteGive customers a branded portal to view quotes, invoices and pay online, and publish a simple business website with a quote-request form. HandyBook Business plan.

Try HandyBook free for 14 days

Quotes, invoices, scheduling, CRM and card payments in one app for iPhone and the web. Cancel any time during the trial at no cost.

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