Customer Management
Know every customer inside and out. Track service history, preferences, and communications — all in one place built for home service pros.
Features
Customer Profiles
Rich profiles with contact info, property details, service preferences, and lifetime value at a glance.
Service History
Complete record of every job, invoice, and interaction so you never lose context on a customer.
Communication Log
Every SMS, email, and note automatically logged. Your whole team stays on the same page.
Smart Segmentation
Group customers by service type, location, value, or activity to target your marketing and outreach.
Explore More Features
Frequently asked questions
Common questions about Houseler CRM.
How does Houseler CRM differ from general CRMs like HubSpot?
Houseler CRM is purpose-built for home service businesses. It includes service history tracking, property details, job-specific notes, and integrations with scheduling and invoicing — features that general CRMs lack out of the box.
Can I import my existing customer list?
Yes. You can import customers via CSV upload or connect with your existing tools. Houseler will automatically de-duplicate and organize your customer records.
Does the CRM track communication history?
Absolutely. Every SMS, email, and note is logged against the customer profile so your entire team has full context before every interaction.