Centralised customer hub
Every customer's details, job history, communications, and notes stored in one searchable profile.
Customer CRM
Every customer, job, and interaction in one place. Sophiie keeps your relationships organised so nothing falls through the cracks.
How the AI-powered CRM works
Call, email, or text
Contact customers directly from their profile. Every interaction automatically logged and timestamped.
Detailed notes
Whether it's booking appointments, answering FAQs, or taking messages, Sophiie gets it done without breaking a sweat.
Follow-up reminder
Marco Reyes
Quote follow-up, 6-month check
Jul 20 - Jul 25
Mon, Jul 20
9:00 AM11:00 AM2:00 PM
Wed, Jul 22
8:30 AM10:30 AM1:00 PM3:30 PM
Fri, Jul 24
9:30 AM12:30 PM
SnoozeSet reminder
Set reminders
Schedule follow-ups, callbacks, and check-ins. Sophiie reminds you so customers never feel forgotten.
Hear what your customers will hear
A live demo call from Sophiie. Two minutes, no sales pitch.
Why tradies use an AI-powered CRM
- Less admin, more jobsStop searching through emails and texts for customer info. Everything in one place, one search away.
- One customer timelineFull history of every customer relationship. Know exactly when you last spoke and what was discussed.
- Improve experienceCustomers notice when you remember their details. Personalised service builds loyalty and referrals.
- Auto-populatedCustomer profiles created automatically from calls, emails, and chats. No manual data entry needed.
- Shared crew contextYour whole team sees the same customer info. No more "who spoke to this customer last?" confusion.
- Smart insightsSee your best customers, most profitable jobs, and follow-up opportunities at a glance.
Customer records shaped around your trade
Each trade keeps different details against a customer. The pages below show the same customer timeline in each trade's terms.
Arborists juggling repeat pruning and one-off removals can hold each customer's history and follow-up together with a CRM for tree businesses.
Quoting from site details instead of memory is the idea behind a CRM for bricklaying businesses, with notes kept for repeat builds.
Long quote cycles and project conversations with clients and other trades are what a CRM for building businesses has to hold together.
Measurements and client preferences for custom jobs stay together in a CRM for carpentry businesses, ready for the next quote when that client returns.
Site access and approvals shape pours and paving jobs, and a CRM for concrete businesses ties those details to the quote follow-up.
When property managers and tenants both call about the same address, a CRM for electrical businesses shows what happened last time and what's next.
Each fence run comes with measurements and access notes, which a CRM for fencing businesses stores against the lead alongside any pending approvals.
A missed detail on a compliance job can mean rework, so Sophiie CRM for fire services holds those details on the customer record.
Plant preferences and irrigation notes stay with each customer in a CRM for landscaping businesses, instead of sitting in old texts and emails.
Water damage jobs tend to start as urgent calls, and Sophiie CRM for mold remediation businesses keeps each restoration lead's details together.
Colour choices get settled before the first drop sheet goes down, and a CRM for painting businesses records them next to the quote and follow-up.
Finish changes and repair notes both affect the quote, so a CRM for plastering businesses keeps them on file for follow-up.
Before the next callout, your team can check landlord approvals and tenant access on the customer record in a CRM for plumbing businesses.
Homeowners often need several conversations before committing to panels, and a CRM for solar businesses keeps that education-heavy follow-up on track.
Repeat routes depend on good access notes, which a CRM for window cleaning businesses saves against every property on the run.
Browse AI CRM Handling & Solutions by trade
Electricians
Plumbers
HVAC
Landscapers
Lawn care
Cleaners
Flooring Specialists
Handyman Services
Pool Care
Fencing Contractors
Roofers
Solar installers
Pest control
Appliance repair
Auto detailing
Junk and rubbish removal
Locksmiths
Pressure washing
Frequently asked questions
Sophiie automatically creates and updates customer profiles from every interaction, calls, emails, texts, and chats, giving you a complete view of each relationship.
Yes. Customer profiles and timelines are populated as Sophiie handles calls, emails, texts, chats, bookings, and notes.
Yes. Your team can access shared customer context, job history, notes, and follow-up reminders so everyone works from the same record.
Yes. Each customer profile can show completed jobs, upcoming work, notes, and communications tied to that customer.
Yes. You can call, email, or text customers from their profile, with interactions logged against the customer timeline.
Ready to automate your back office?
Sophiie answers, books, quotes, invoices and follows up, so you stay on the tools.