Contact Management

Know the customer,
not just the job.

The person you quoted in March, the job you fitted in June and the callback in November are one record, not three. So when they ring, whoever picks up already knows who they are.

Answer the phone knowing the answer

A customer rings about a job from two years ago. What was fitted, what it cost, who fitted it and what has happened since is on one screen — not in someone’s memory.

Bring your old customers with you

Import from your previous CRM or a spreadsheet. Columns are matched for you, you see exactly what will land before anything saves, and the whole book comes across in an afternoon.

Start the work from the person

Raise an enquiry, a job or a service call straight off the contact. The name, the address and the phone number are already there, so nothing is retyped and nothing is mistyped.

Find anyone in seconds

Search a name, an email, a phone number or an address. Split retail from trade, bookmark the accounts you deal with daily, and group the book whichever way suits the job.

Working the book

Built for a list that keeps growing.

Two hundred contacts is a list. Twelve thousand is a database — and the controls are the same either way.

Filter to what you need

Retail or trade, has an email, has a phone. Useful the day you want to send something and need to know who you can actually reach.

Sort and group

Newest first, oldest first or A–Z, grouped by type, by first letter or by what you have bookmarked. Choose your own columns and the choice sticks.

Keep the regulars close

Bookmark the trade accounts and repeat customers you deal with weekly, and they are one tab away rather than one search away.

What sits on a contact

Six tabs, one history.

Every record carries the same six tabs, so nothing is filed anywhere only one person knows about.

Nothing lives on a desktop

Photographs, documents and quotes attach to the customer.

Consent travels with the record

Held on the contact. An unsubscribe is honoured everywhere.

Follow-ups that surface

They come back when they fall due, not when someone remembers.

Mrs Helen Whitaker Harrogate · customer since March 2024 Retail New
Details Files Communication Tasks Follow-ups Activity
  1. NOV 2025 Service call — draught to bay window Booked with Dan · under warranty
  2. JUN 2024 Job completed — 6 windows, 1 door Paid in full · £8,240.00
  3. APR 2024 Quote accepted Deposit £2,000.00 taken on the day
  4. MAR 2024 Enquiry from the website Graded A · surveyed within the week
Start from this contact: New enquiry New job New service call

Frequently Asked Questions

Straight answers, before you commit to anything.

Can I bring our existing customers over?
Import from your old CRM or a spreadsheet. Columns are matched for you and you see exactly what will land before anything saves, so the whole book comes across in an afternoon rather than being retyped over weeks.
We deal with the same handful of trade accounts every week.
Bookmark them. They sit one tab away instead of one search away, and you can group the list by bookmarked when that's all you want to see.
What happens when the same customer comes in twice?
Duplicate detection flags it when a name, number or address matches something already in the book — so a customer who fills in the form on Monday and rings on Wednesday doesn't become two records with half a history each.

Stop losing the hot leads in the pile.

Start a free 7-day trial and put your next week of enquiries through EasyBase.

Stop losing the hot leads in the pile.

Start a free 7-day trial and put your next week of enquiries through EasyBase.