A customer's page: timeline, notes, emails, tags and follow-ups
Leads from your site, the pipeline, projects, follow-ups and form submissions.
Included on Growth and Enterprise. Compare plans
See it work
How it works
- Open anyone from Customers. Their page has Edit details, a Timeline (everything that happened, newest first, filterable by Projects, Emails and Notes), Add note, Tags and their Follow-ups.
- Send an email: writes to them from your Presora address; it goes on their timeline, and Emails on their page shows what you sent them (and whether each was opened) next to what they wrote back. Presora's own alerts to you about them aren't listed there. Without a Presora mailbox on your plan, the button opens your own email app instead.
- Tags: separate with commas; the Customers board can be filtered by any tag.
- When a customer has projects (always for contractors) the page shows a relationship timeline and their projects, with + New project.
- Delete removes the customer.
More on customers & leads
Still have a question?
Ask us in the chat, or book a call — a real person answers.