One shared directory
Keep customer contact and business details together.
CUSTOMER DIRECTORYCustomer directory software.
Customer directory software.
Keep the details together.
Spend less time searching for names, numbers and notes. Give your team a shared place to find the customer information they need.
Included in Business Suite. 7 day trial. No card required.
Customer details
- Name and contact information
- Business information
- Shared workspace
See Customer Directory in action.
Screenshots of the actual Business Suite interface using fictional customers and demonstration records.
See the customer entry form
Find the right person
Search customer records when a call or request comes in.
Connect the next step
Use customer records alongside quotes, requests and service work.
A clearer way to get started.
Add your customer’s contact details.
Find their record when work comes in.
Keep the next quote or request connected.
One tool. A more connected business.
Customer Directory is included with all eight Business Suite tools in one subscription. Keep your customer work together as your needs grow.