Customer Relationship Management
Build lasting relationships and deliver exceptional service with Cordelio's CRM tools.
👥 CRM Dashboard
Customer Database
Store all customer information, job history, and communication logs in one place.
- Searchable customer records
- Job and invoice history
- Notes, calls, and email logs
Service Reminders & Portal
Send automated service reminders and give customers access to their own portal for bookings and documents.
- Automated follow-ups
- Customer self-service portal
- Download invoices and quotes