Keep the useful details
Save contact information, service requests and job notes in a customer record your team can find.
CUSTOMER RELATIONSHIP MANAGEMENTKnow your customers.
Know your customers.
Keep every detail together.
Bring customer details, conversations, job history and follow-up into one place. Give your team the context they need for the next call, quote or booking.
LESS SEARCHING. MORE CONTEXT.The customer.
The customer.
The conversation. The next step.
When a customer calls back, your team should be ready to pick up where you left off.
See what’s already happened
Bring messages, appointments and opportunities together so the conversation has context.
Make ownership clear
Assign the next action and keep handovers organised when more than one person is involved.
A LOCAL PLUMBING EXAMPLEOne customer record.
One customer record.
A clearer view of the whole job.
See how Sarah’s enquiry, job details and follow-up stay together.
New enquiry
A new customer, with the details ready.
Sarah asks about a hot water repair. Keep her contact details, enquiry source and service request together so your team can follow up.
Hi, our hot water isn’t working. Can you give me a quote?Illustrative example — customer fields, permissions and automatic actions are configured for your business. No real customer record is created here.
Questions about CRM?
What can I keep in a customer record?+
Keep contact details, messages, notes, tags, appointments and opportunities together. Add business-specific fields for details such as the service requested or property type.
How do new contacts get into Brandroof?+
Your team can add contacts, or connected forms and enquiries can create or update them. Automatic actions depend on your setup.
Can my team share customer records?+
Yes. Give team members appropriate access so they can see customer history, ownership and the next action in one place.
Can I organise customers by service or location?+
Yes. Use tags and customer fields to group contacts around your services, locations and other details that matter to your business.
Do conversations and bookings stay connected?+
Customer records can bring messages, appointments and opportunities together so your team has the context for the next conversation.
Can I use CRM on mobile?+
Yes. Your team can access customer records and update the relevant details through the mobile app, with the permissions you’ve given them.
Better customer context.
A clearer next step.
Bring your customer records, conversations and follow-up together with Brandroof.
Ready to grow
with Brandroof?
Connect your customers, conversations, marketing and payments in one practical business platform.