Customers, contacts, sites and files in one place
One customer list with contacts, addresses, notes, files and every site or location you service, plus their projects and history. Before a call, your team opens one page and sees everything.
For teams whose customer details live in five different places.
What you get
- Contacts, addresses, notes and files on every customer
- Sites and locations under each customer
- Projects and full history in one place
- Customer stage with a change history
How do I keep customer, site and project details in one place?
Add the customer once, then attach contacts, sites, files, notes and projects to them. Everything about that customer is on one page.
What software tracks multiple sites per customer?
Reporting Hub keeps a list of sites under each customer, with addresses, so you can see every location you service and connect them to your reports and maps.
Can customers be tracked by stage?
Yes. Each customer has a stage such as proof of concept, onboarding, active, on hold or churned, and every change is recorded in their history.
See it with your own data
Tell us what you want to report on. We will set up a walkthrough built around your own kind of data.
Request a demo