Feature · Client Management (CRM)
Appointments, jobs, invoices, files, and conversations — the whole story of every customer in one place, for you and the crew on site.
The power of information
Name, email, or phone — past 100 customers, finding the needle in the haystack is the difference between a happy customer and a lost one.
Every appointment, job, invoice, quote, and subscription on the record — no digging through five apps.
Lifetime value and unpaid balances right on the card, so you know who your best customers are.
The collaborative customer hub
Contracts, documents, and pictures uploaded to the customer — working with them becomes a breeze for the whole team.
On the job, workers see the complete profile — location on the map, photos, previous visits, and every comment ever added.
Office adds a note, the crew sees it on site — no phone tag, no “nobody told me”.
The crew that remembers everything isn’t relying on memory — the customer card travels with them.
Good to know
Yes — bring your customer list in and BizBaby builds the cards; history grows from there with every job.
Contacts, addresses, properties, jobs, invoices, quotes, subscriptions, files, photos, and free-form notes — the complete story.
Yes — data is scoped to your organisation with permission-controlled access, and details go only to the verified customer they belong to.
Yes — office and field staff see the same live card, with roles controlling who can change what.
Yes — spend, frequency, and channel reports are built in, so you know exactly where the business comes from.
Yes — the full customer wiki works on any phone, map and gate codes included.
First 3 months free. No card required. Your memory will thank you.
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