Client management
Know the client behind every request.
A repeat client should not have to explain everything again. Bring contact details, requests, quotes and work into one relationship so your team has a useful starting point for every follow-up.
AzybaProduct walkthrough
Morgan · client record
1
Current request
Seasonal maintenance
2
Quote
Waiting for a response
3
Next visit
Team confirmation needed
A fictional example showing the relationship between client records and work.
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