Skip to content
BEFORE YOU KNOCK

What have we done for this customer? One screen, six years.

A furnace serviced every autumn is six separate jobs, and it should be. But the question you ask in the van outside their house is not about one job, it is about all of them. Every text, call, voicemail and photo you have ever exchanged with somebody sits on one timeline, with their address, your private notes, and what they agreed to.

Get your numberSee pricing
Karen Mullins41 Warbler Lane · dog in the crate, key under the mat

History

New tap for the ensuite, quoted $340

Mar 2026

Furnace service, done by Dale

Oct 2025

“It is making that noise again”

Oct 2025

12 minutes, Priya, booked the install

Aug 2024

Photo of the old unit

Aug 2024

Karen Mullins, four years of work, assembled from four separate conversations.
The core idea

Conversations end. Customers do not.

A conversation closes when a job is done, and the next time that customer texts, a new one starts. That is right: an annual furnace service genuinely is a new job, not a continuation of last October's. But it means the person who has served them six times has six records and no history.

The contact is where those come back together. Texts, calls, voicemails with their transcripts, photos, and the jobs that came out of them, in one time-ordered stream. Nothing is copied or summarized to build it; it is assembled the moment you open it, from the same records the inbox is showing.

The practical version: the tech standing on the porch knows the dog is in the crate, the key is under the mat, and last year's part was the wrong one, without phoning the office to ask.

What a contact holds

The things you would otherwise keep on a phone.

  1. The address, and what is at it

    Where the job is, plus the notes only your crew sees: gate code, dog, parking, the quirk that cost an hour last time. Private by construction, never sent to the customer.

  2. What they agreed to

    How consent was recorded and when, so the question "are we allowed to text this person?" has an answer with a date on it rather than a shrug. If they have opted out, the contact says so and says which kind, because only some can be undone from inside the app.

  3. Their whole history

    Every conversation, call and job in one stream. Search it the way you search everything else: a name, a number, or a phrase like "water heater".

  4. Your list, brought in

    Import from a CSV with a dry run that shows exactly what will be created before anything is, and export the whole list back out whenever you want. Your customers are not hostage to us.

The plain facts

  • The history is assembled when you open it, from the conversations, calls and tasks that already exist. Nothing is duplicated into a second store that can drift.
  • Internal notes on a contact are never sent and never visible to the customer, the same way notes inside a conversation are not.
  • Duplicates are not merged yet. If the same person exists twice, they stay twice for now; import will not create a second copy of somebody it recognises, but two records that already exist do not combine.
  • Import and export are both CSV, both included, with no row cap and no charge.
$29/mo · the whole crew, up to 3

Contacts come with the inbox: $29/mo on Starter for up to 3 people, $79/mo on Pro for up to 15. There is no per-contact pricing, no contact cap and no CRM tier. Photos and files attached to a customer are stored free with no caps, which is set out with everything else in our fair use policy.

Get your numberSee pricing

30-day money-back guarantee. Full refund, including the registration fee. No fine print.

What fills a contact

A contact is not something you maintain. It is what the rest of the product leaves behind.

Contact questions, straight answers.

Is this a CRM?
Not in the sales sense. There are no deal stages, no pipelines with forecast values, no lead scoring and no email sequences. It is the record of a customer you already serve: who they are, where they are, what you have said to each other, and what you agreed. If you need a sales CRM, keep it; this is the operational half.
Can I merge two contacts that are the same person?
Not yet, and we would rather say so than imply otherwise on the page about having one record per customer. Import will not create a second copy of a number it already knows, so bringing your list in does not make the problem worse. Merging two that already exist is on the list.
Who can see the private notes?
Your crew, and only your crew. Notes on a contact are internal in the same way notes inside a conversation are: they are never sent, never appear in a text, and the customer has no way to see them. They are drawn differently in the app for exactly that reason.
Can I get my contacts back out?
Yes, as a CSV, whenever you want, without asking anybody. Leaving is stated up front here rather than made difficult: your customer list is yours, and an export button is the least a product can do about that.
Does the history include calls, or only texts?
Both, plus voicemails with their transcripts and any photos or files. That is the whole point of assembling it: a customer who rang twice and texted once has three things in their history, in the order they happened, not two lists you merge by eye.

Know the customer before you knock.

One history per customer, assembled from every text and call, set up today. Receiving texts works right away, and texting US customers turns on once the carriers approve you, about a week. See the price.

Get your number

$29/MO FLAT · MONTH TO MONTH · 30-DAY MONEY-BACK