Not a contact list. Every customer carries their whole history — people, properties, jobs, proposals, balances — and the list tells you which relationships need you. The list is the same on iPhone, iPad, Mac and the web, because the server answers it.
Search Finds Anyone
The search box looks at the whole book, not just the customers on screen: names, companies, any person's phone number (type the digits however you like), any email, any property's street, city or ZIP, the account number, and the names of the people on each customer. Archived customers are one tap away — turn on the Archived view.
Four Tiles That Filter
Tap a tile and the list (or the map) shows exactly those customers. Tap it again to let it go. A number you can't see shows as "—", never as zero.
- Owes you — customers with money outstanding, with the total. Only people who can see money get this tile.
- Needs a move — a money or selling step is due, or a follow-up is.
- Follow-ups due — a booked follow-up has come due.
- Fix list — possible duplicates and records too thin to act on.
Views and Tags
Save the filters you use as a view; a manager can share a view with the team. Tags belong to the team, so everyone sees the same ones on every device. Filter by status, segment, tag or customers with more than one property.
One Row, One Move
Each row shows the name, a status chip, the main property, tags, what they owe or have paid over time, and the next move as a button. The ⋯ on each row holds the rest: Text, Add note, Schedule follow-up, Edit, Call, Email, Request a review, Sync to QuickBooks, Restore an archived customer, Delete.
Sorted by name, the list shows an A–Z strip to jump to a letter. The Map shows the same customers as pins, owed amounts on the pins.
Many At Once
Choose Select Customers from the ⋯ menu. With customers selected you can text them (through the Send flow, which checks consent and STOP first), tag them, export them, archive or restore them, request a review (one at a time), or merge exactly two.
Add, Import and Export
- Add customer asks Who, then Where, then what's next. While you type, it checks the book: if they're already there, open them, add this person as a contact on that customer, or say it's a different person.
- Import takes a CSV or vCard: map the columns, review what's new, what matches an existing customer (merge into it, skip, or create anyway) and what has errors, then the server imports it and shows progress. You can close the window; it keeps going.
- Export writes the whole filtered book in the same columns the import reads, so a file goes out and comes back.
Duplicates and Merging
When two records look like the same person, the Fix list and the banner say so. Merge shows both side by side: tap the value to keep for each field, then confirm with the counts of what moves. Everything moves — jobs, proposals, invoices, messages, people, properties, tags, and the stricter contact preferences. A manager can undo a merge for 30 days from the merged record.
Pro tip: Fix the missing phone numbers first. Every other feature in the CRM assumes you can reach the customer — reminders, pay links, text updates all quietly do nothing without one.