Capture customer data once. Keep working inside the job.
Keep customers, contacts, and their shared contact history together in Craftbase. When a job begins, the existing information remains in the right context.
Product animation or compact CRM view
Customer overview with contacts and jobs
Customer record & contacts
Keep every contact where your team needs it.
Bring customer information and contacts together in one customer record. The office can find the right person without piecing information together from separate lists.
- Keep customer data in one central record
- Organize contacts clearly
- Share contact details across the team
Product view or short contact animation
Customer record with contacts and details
History & job context
Turn a customer contact into a traceable job.
Shared contact history and related jobs stay together with the customer. Existing information can move directly into the next step of the workflow.
- Keep contact history together in the CRM
- Connect jobs to the right customer
- Reuse existing information without duplicate maintenance
History view or short job animation
Customer history with related jobs
Customer data in the workflow
Keep the customer connected from contact to invoice.
Customer information flows into jobs, documents, and conversations. Master data remains available in one shared place instead of being maintained again at every step.
Core feature: Customers & CRM