One record per customer, every line
Customer CRM
A customer is a single account that can carry many services at once — pet waste, lawn care, snow — all under one contact. The CRM keeps the source of truth for every customer and propagates contact and address changes to each of their service lines automatically.
What it does
Multi-line accounts
One customer can own many subscriptions across different trades. Add a new line to an existing customer in a click — their contact details are prefilled.
Custom fields & picklists
Capture exactly what your trade needs (# of dogs, yard size, gate code, lot size) with org-wide custom fields — no free-form chaos.
Full service history
Every visit, invoice, message, proposal, and review is tied to the customer so your team always has the full picture.
Notes & conversations
Internal notes plus the customer's entire two-way SMS/email thread live right on their record.
What's included
Explore more building blocks
Customer CRM comes standard.
It's included with every RouteStacker account — no add-on tier. Flat 5% on transactions, every feature unlocked.
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