A CRM built around properties, not sales opportunities
Contacts, conversations, quotes, invoices and every earlier job at the same address in one place, so you know what is waiting before you drive there.
What is a CRM for trade businesses?
The Flixer Pro CRM is built around customers and properties rather than sales pipelines. Each address carries what was requested, quoted, carried out and invoiced, including the photos from earlier jobs. The engineer knows what they will find and the office knows what was agreed. From 65 euro per month.
History per property
A managing agent with forty addresses is one customer with forty stories. History hangs off the property, not just the name on the invoice.
Conversations on the record
What was discussed by phone attaches to the record, transcribed by the AI call assistant. Not in the head of whoever happened to answer.
Quotes and invoices together
What was offered, what was approved and what was invoiced sit in one place, rather than split between an accounting package and a mailbox.
Common questions about the CRM
Can I import my existing customer list?
Yes. Most businesses arrive with an export from their accounting package or a spreadsheet of names and addresses. That is enough to start with, and the rest of the history builds up from the first job.
Does this work for agents managing many properties?
Yes, and it is built for it. One contact can hold dozens of addresses, each with its own job history.
Is this a sales CRM with pipelines?
No. It revolves around customers, properties and work carried out. What looks like a pipeline is the status on your requests and quotes, and that lives where the work arrives.
Do engineers see the full customer history?
They see what belongs to their job, including what was done at that address before. The customer's revenue and invoices are not part of that.
Bring your customer records together
Start for free, or book a demo where we set up one of your regular customers as an example.
