Know every customer by heart.
A customer record that remembers everything — past jobs, invoices, messages and notes — plus a simple sales pipeline to win the next one.
Customer recordsSales pipelineProjects & tasksConversation history
One record, the whole relationship
Bookings, invoices, payments, documents and messages all hang off the customer — so anyone on your team can pick up where the last person left off.
- Contact details and tags
- Linked bookings, invoices and payments
- Notes, tasks and reminders
- Saved addresses and properties
A sales pipeline that fits a service business
Track enquiries from first contact to won or lost, with a Today list, close dates and business scoping for multi-brand groups.
- Deal stages, Won / Lost
- Today list and close dates
- Customer autocomplete
- Projects, milestones and tasks
See how it works
Get started with crm & customers
It's part of every Heyva account. Create yours free — no credit card, no contract.