Feature Spotlight
Contact & Customer Management
Keep contact details, contracts, insurance, and communication history organized.
Customer profilesContracts + insuranceCommunication history
Why teams rely on it
Give every staff member full context on customers, contracts, and insurance so service stays consistent and secure.
Centralized customer profiles with preferences and permissions
Contracts, insurance cards, and waivers stored with each account
Account relationships for families, teams, and corporate clients
Complete communication history for fast handoffs
Contact profiles
Store phone numbers, emails, and permissions for each customer.
Contract vault
Keep contracts, insurance, and waivers attached to every account.
Relationship view
Tie vehicles, drivers, and billing contacts together for quick access.