Customer Management
Customer Management
Every customer’s quotes, jobs, invoices and notes in one record — trade CRM without stopping at “yes”.
The problem with juggling apps
- Customer history lives in your phone contacts
- You retype details for every quote
- No single view of what’s owed or what’s next
How URBHQ helps with customer management software
- One customer record across the full loop
- Snap Lead AI from WhatsApp screenshots
- Optional portal link for bookings and visits
- History ready for the next job
11 modules. One app.
Calendar, Customers, Quotes, Jobs, Recurring visits, Invoices, Expenses & mileage, Compliance (HR), Suppliers, Mailbox and Reports — plus Snap Lead AI and portal booking when you need them. Fully customisable to your business.
Sole trader £20/month · Team £50/month (5 users) · 5-day free trial.
Frequently asked questions
- Is customer management included in the price?
- Yes. Core modules are included in sole trader (£20/mo) and team (£50/mo) plans — no nickel-and-dime add-ons for the essentials.
- Do I need other apps as well?
- Most sole traders and small teams run day-to-day ops in URBHQ alone — quotes, jobs, invoices, costs, mailbox and more.
Related guides
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