Customer Management
Customer Management
Every customer’s quotes, jobs, invoices and notes in one record - a CRM that doesn’t stop 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
Modular workspaces. One app.
Signup opens Field kit, Front desk or Shop floor so the HQ matches how you work. Add roster, assets, documents, fleet, forms and helpdesk when you need them - included in the plan.
Sole trader £39/month · Team £109/month (5 users) · 5-day free trial.
Frequently asked questions
- Is customer management included in the price?
- Yes. Every desk is included in sole trader (£39/mo) and team (£109/mo) plans - no add-on fees for roster, assets, helpdesk or AI.
- Do I need other apps as well?
- Most sole traders and small teams run day-to-day ops in URBHQ alone - customers, work, money, staff and stock in one HQ.
Related guides
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