Keep track of every customer, quote, and job in one place. Build stronger relationships, get more repeat business, and never lose track of a sale.
Start Free TrialComplete CRM tools designed specifically for contractors and trade businesses
Store all customer information in one place—contact details, addresses, service history, and notes. Search and filter to find any customer instantly from your phone or computer.
Create professional quotes with branded templates. Apply discounts, add detailed descriptions, and send via email directly from the app. Track quote status from sent to accepted.
Convert quotes to invoices instantly. Track payment status, send automated reminders, and accept payments online. See which customers owe you money at a glance.
View every job you've done for each customer—dates, services provided, amounts charged, and payment history. Perfect for answering customer questions and planning future work.
Keep notes on every customer interaction. Record phone calls, site visits, and special requests. Never forget important details about your customers' preferences.
Accept card payments, bank transfers, and cash. Integrated payment links in invoices make it easy for customers to pay. Track all payment methods in one place.
Send automatic payment reminders to customers with overdue invoices. Set up follow-up schedules and reduce the time you spend chasing payments.
Access your complete customer database from your phone. Create quotes on-site, check job history mid-conversation, and update customer details wherever you are.
Let customers view their quotes, invoices, and job history through a secure portal. They can approve quotes and pay invoices online—reducing your admin time.
Track service history and send follow-up reminders for annual maintenance. Build stronger relationships by remembering customer preferences and past work.
Professional invoices with integrated payment links make it easy for customers to pay immediately. Automated reminders ensure you never forget to chase an overdue payment.
Convert quotes to invoices in one click. Automated payment reminders and customer portals reduce back-and-forth communication. Spend less time on paperwork.
Access complete job history during customer calls. Remember important details and preferences. Provide personalised service that makes you stand out from competitors.
Full mobile app for iOS and Android means you can manage customers from the van, on-site, or at home. All your data syncs automatically across devices.
Import your existing customer list from spreadsheets or other software. Intuitive interface means you'll be up and running in minutes, not days.
Join hundreds of contractors using HiveSuite to manage customers, get paid faster, and win more repeat business.
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