Can it store notes for property managers?

Yes. You can keep site contacts, access notes, job history, and reminders attached to a property manager or site record.

Does Sophiie verify customer identity?

No. Sophiie can capture details and route the enquiry, but your locksmith team remains responsible for any identity or access checks.

Can I contact customers from the CRM?

Yes. Sophiie lets you call, email, or text customers from the dashboard while keeping the history in one place.

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Locksmith CRM for urgent calls, access notes, and repeat work

CRM for locksmiths managing lockouts, rekeys, installs, and repeat sites.

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Locksmith CRM for Urgent Calls, Access Notes, and Repeat Work

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Urgent call records

Capture caller details, site address, urgency, lock type, and access notes when Sophiie answers or your team logs the job.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house

Repeat site history

See previous lockouts, rekeys, hardware notes, and contacts before returning to the same property.

Australian tradesperson in hi-vis taking a phone call beside a brick wall

Follow-up reminders

Set prompts for quotes, parts, rekey confirmations, and commercial maintenance check-ins.

Australian tradesperson leaning against a ute answering a phone call on site

Centralised communication

Keep texts, emails, calls, and notes visible on the same customer timeline.

Australian tradesperson sitting in a ute taking a phone call

Job manager details

Track scheduled times, assigned team members, job status, and notes for locksmith visits.

Australian tradesperson on a phone call while crouched at the entry of a house

How it works

Set up Sophiie once, then let the work flow

Train Sophiie on locksmith services
Add lockout, rekey, safe, automotive, restricted key, and commercial service details.
Capture urgency and access details
Sophiie records who called, where they are, what is needed, and what follow-up the job requires.
Track the job and customer history
Add notes, status updates, reminders, and past work as the visit moves forward.
Use the CRM for repeat sites
Review site history before responding to property managers, businesses, or returning residential clients.

Why locksmiths need more than a generic CRM

Locksmith calls can be urgent and detail-heavy: lockout location, proof-of-access steps, lock type, site contact, after-hours timing, and follow-up work. A lockout may become a rekey, then a property manager may call later for additional keys or a lock replacement at the same site.

How Sophiie keeps the customer record useful

Sophiie keeps each call summary, customer note, job history, and reminder attached to the right contact. Your team can record lock type, location, urgency, site access notes, and customer contact details, track repeat property managers, real estate contacts, and commercial sites, and set reminders for rekey follow-ups, quote approvals, parts, and installation confirmations.

Where Sophiie fits into locksmiths admin

For locksmiths, Sophiie combines customer CRM, AI phone answering, text and email management, scheduling, job manager records, reminders, and business training around the way enquiries actually arrive. In that locksmith workflow, the first conversation, the job context, and the next follow-up stay attached to the customer instead of being split between phones, inboxes, and notebooks.