CRM & Lead Management

Every customer. Every detail. One place.

Your entire customer history — calls, quotes, jobs, invoices — searchable in seconds from your truck or your desk.

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1. One centralized profile

Ditch the sticky notes and scattered spreadsheets. Every customer gets a dedicated profile containing their contact info, multiple property addresses, and active tags.

2. Complete interaction history

See a chronological timeline of every quote sent, invoice paid, and email delivered. Anyone on your team can pick up right where you left off.

2. Complete interaction history

3. Instant global search

Need to find someone fast? Search by name, phone number, or email and get results in milliseconds — from the office or the job site.

Unlimited contacts. Zero per-contact fees.

Traditional CRMs punish you for growing by charging based on how many contacts you have. At Spatchy, whether you have 100 customers or 10,000, you pay the same flat rate.

Everything included. No upgrades required.

Every feature on this page is included on every Spatchy plan. No upgrade tiers. No gatekeeping. Just the full toolkit from day one.

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