CRM / MEMBERS

Every client. Every detail. Always at your fingertips.

Stop losing client info in texts and spreadsheets. SUITE CRM gives every contact a full profile — searchable in seconds.

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Client Profile Active Client

Martinez, Diana

(510) 555-0183 · [email protected]

1421 Oak Ave, San Leandro CA

14

Jobs done

$3,240

Total billed

4.9★

Rating

WHAT'S INCLUDED

A complete client profile for every contact.

Full name, company, phone, email, address — split first/last for proper sorting

Complete job history — every service call, estimate, and invoice linked

Internal notes — private team notes that stay on the client record

Pipeline stages — track leads from first contact to closed deal

Quick actions — call, email, map, new estimate, new invoice in one tap

CSV import & export — bring your existing client list in minutes

MX: Colonia field, state dropdown, RFC for Mexican contacts

COMMON QUESTIONS

Can two people work the same client without overwriting each other?

Yes. A member record holds the client's details, documents, jobs and notes in one place, and everyone on your team is looking at the same record rather than their own copy in a phone or a spreadsheet.

What happens to a client's history when they come back a year later?

It is still there. Every estimate, invoice, job and note stays attached to the member, so a returning client is not a new client with an empty file.

Can I import the clients I already have?

Yes — members can be imported from a CSV, and exported the same way. Your data is not locked in.

01

One record, the whole relationship

Every estimate, invoice, proposal, job and message for a client sits on their own record, in date order. You stop hunting through folders and inboxes to answer a simple question about what was agreed.

02

Tags, owner and lifecycle stage

Group clients however your business actually works — commercial versus residential, recurring versus one-off — assign an owner, and track where each one sits in your lifecycle.

03

Statements without a spreadsheet

Generate a client statement for any date range straight from the record, showing what was invoiced, what was paid and what is still open.

04

Service details stay with the client

Square footage, bedrooms, gate codes, billing address separate from the service address — the details your crew needs are on the record rather than in someone's memory.

From $29.99/mo — all features included.

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