Customer & Contact Management Software for Tradies
Keep every customer detail at your fingertips. No more guesswork, no more double-ups.
Integrated CRM
Know Your Customers Inside Out
With CRM+ and i4T Business working together, you’ll never lose track of a customer, a call, or a quote, making it easy to deliver top-notch service every time.
- Access full customer history
- Personalise campaigns and service
- Respond faster and smarter
It’s Easy How Customer Management Works with i4T Business
- Connect i4T Business with i4T CRM+.
- Automatically Sync Customer and Contact Info.
- Run Sales and Service from one place.
Less Time Digging, More Time Doing.
The right information, in front of you, right when you need it.
Every Detail, One Easy View
With a 360° Customer Overview, access full history from jobs, quotes, calls, and site info, in one place. So when a customer calls, you’re already up to speed.
Your Whole Team on the Same Page
No more mixed messages. Store and share customer contact info, site notes, and job preferences so anyone can jump in and deliver top service.
Integrated Solutions
Seamless Sales-to-Service Handover
i4T CRM+ flows straight into i4T Business, turning new customers into active jobs without re-entering a single detail. Less admin, smoother service.
Customised Access
Safer Collaboration
With role-based controls for franchisor and franchisee, you decide who gets access to what, keeping sensitive customer info secure and operations running smooth.
FAQs
Can I link multiple jobs to one customer profile?
Absolutely. You can keep a full record of every job, quote, site visit, and interaction tied to one customer profile, so you always have the full picture, no matter how many jobs you’ve done for them.
What if different team members handle the same customer?
No worries. You can share customer details across your team in real-time. Whether it’s the office, sales, or field crew, everyone sees the same notes, updates, and job history.
Does i4T CRM+ track interactions like calls and emails?
Yes. i4T CRM+ logs customer calls, emails, and messages automatically (especially when integrated with tools like AirCall) so you’ve got a full communication history to refer back to.
How does syncing with i4T Business work?
Once a lead is marked as qualified or booked in i4T CRM+, all their details, contact info, job address, and notes, can be pushed straight into i4T Business, ready for quoting, scheduling, and invoicing.
Ditch the Paper Trail for Good!
Experience a customer and contact management software that keeps every detail, from campaigns to quotes, ready to go.
