Feature Deep-Dives
Every customer, every detail, instantly.
Customer management that makes sense. Search your live records — no digging through spreadsheets for the basics.
What you can do
1
Search customers by name, phone, or job context. Results from your live account.
2
See history that exists in the CRM — jobs, invoices, notes filed under that customer.
3
Link properties, houses, or jobs to the right person so context stays with the record.
4
File Genie files documents and photos under the customer so they are findable later.
5
Import help is white-glove migration — we help you move data; no hostage lock-in.
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