Every contact. One profile. Everything in it.
No more customer data in the inbox, in Excel and on the phone list: one profile per customer — with all devices, orders, invoices and notes. When the phone rings, you know right away.
An end to the data chaos
Master data, contacts, phone numbers, notes and preferences — all in one place, searchable in seconds. When a customer calls, there's no more searching, just the conversation.
- All customer data in one place
- Any number of contacts per customer
- Notes & preferences right on the profile
Invoice here, delivery somewhere else
Business customers rarely have just one address: the invoice goes to accounting, the device to the branch. SimpliServ cleanly separates billing and shipping addresses — ideal for customers with multiple locations too.
- Separate billing & shipping addresses
- Multiple locations per customer
- The right address automatically on the document
Days in advance
Duration (min)
Max. parallel bookings per slot
How many appointments may share the same slot at once.
Weekly availability
Regular, dealer, company — each by their own rules
With customer groups you treat contacts the way the relationship calls for: own terms per group, individual discounts per customer — and even own due dates. The major customer who needs everything done in 5 days? It's on the profile, and every order knows it.
- Customer groups with their own terms
- Individual discounts per customer
- Due date per customer — e.g. done in 5 days
On the call, you already know everything
Every quote, every order, every invoice and every device is tied to the customer. One look at the profile and you know: what was repaired, what was paid, which device has already been in three times.
- Quotes, orders & invoices linked
- Device history per customer
- Every interaction one click away
Your customer list just moves along
From Excel, the old system or the address file: during onboarding we import your customer data for you. It's stored GDPR-compliant on servers in the EU — your data belongs to you, export anytime.
- We handle the data import during onboarding
- GDPR-compliant, hosting in the EU
- Export possible at any time
Contact Management in detail
Ready to know every customer instantly?
Start for free or get a live demo of contact management — based on your own data.
14-day free trial · Setup included · Cancel any time