Customer directory
Store everyone in one list with custom fields and engagement history.
My Business CRM
Manage customers the right way — fast, simple, and scalable for small business.
My Business gives small teams a practical customer center with clean contact lists, follow-up tracking, and workflow signals that help you stay close to your clients.
Small-business CRM made useful
Start getting organized in minutes
Collect leads, assign notes, and keep every customer conversation tied to one profile.
Simple follow-up controls
Prioritize customers, tag them by stage, and move them quickly from lead to repeat client.
Built for small teams
Everything is practical: clear tables, fast search, bulk actions, and lightweight automations.
Follow-up planning
Plan outreach rounds and track response flow without external spreadsheets.
Smart activity trail
See what happened last for each customer and pick up context instantly.
How it works
Step 1
Connect your contacts
Import customers or add them manually from your existing leads.
Step 2
Keep customer context
Track notes, phone, social profile, tags, status and last activity from one view.
Step 3
Close more sales
Use filters, lists, and quick workflows to plan follow-ups and never miss opportunities.
Start in under 2 minutes
Add your first customer
Create one contact and see how the follow-up score and list assignment works.
Start adding customersCreate a customer list
Group people by lead source, region, or project so follow-ups stay organized.
Organize with listsLaunch a follow-up system
Use automations and forms to keep inbound leads moving from first touch to booking.
Review automationsNeed a quick start file? Download customer CSV templateand import it once you open the customers dashboard.
Ready to build a cleaner customer workflow?
Use the customer dashboard directly — contacts, tags, and follow-ups in one place.
Open customer manager