Customer Relationship Management

The smartest CRM trades have ever used

No more digging through emails or spreadsheets. Cadobook's CRM shows you every customer interaction, quote, invoice, payment, and message in one place.

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Everything you need for crm

Centralised contact database

All your customers in one searchable place

Customer profiles

Detailed profiles for every customer

Notes & internal comments

Add notes visible only to your team

Communication history

See every message and interaction

Activity timeline

Chronological view of all customer activity

Custom fields

Add fields specific to your trade

Customer tags

Organize customers with custom tags

Bulk actions

Update or archive multiple contacts at once

Search & filtering

Find any customer in seconds

Job & invoice history

Full history of work done for each customer

Contact import

Import existing contacts easily

Duplicate detection

Avoid duplicate customer records

Ready to streamline your business?

Join thousands of tradespeople who have transformed their operations with Cadobook.