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Bo

BossCrew CRM

BossCrew Native

Built-in customer relationship management with full job history and communication logs.

What you get

  • Complete customer profiles with job history
  • Communication log (calls, emails, texts)
  • Customer property and equipment tracking
  • Automated follow-up reminders
  • Customer satisfaction scoring

How to set up

  1. 1

    CRM is included with every BossCrew plan

  2. 2

    Import existing customers via CSV or manually

  3. 3

    Configure custom fields for your business

  4. 4

    Set up automated follow-up workflows

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Related integrations

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BossCrew Scheduling

Intelligent job scheduling with drag-and-drop dispatch and route optimization.

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BossCrew Invoicing

Professional invoicing with online payments, automated reminders, and job-to-invoice conversion.

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