Can Sophiie store call summaries?

Yes. The dashboard can keep call summaries, transcripts, recordings, and key points for later review.

Can I use it for property managers?

Yes. You can keep billing contacts, property notes, job history, reminders, and communication history for property management accounts.

Can I contact customers from the CRM?

Yes. Sophiie supports calling, emailing, or texting customers directly from the CRM.

AI office manager

Locksmith CRM

Sophiie stores customer details, job history, communication, notes, reminders, and upcoming work so repeat locksmith calls start with context.

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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

Profiles for owners and managers

Store names, phone numbers, emails, billing contacts, property notes, communication preferences, and customer history.

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

Job history by customer

Keep lockouts, rekeys, repairs, commercial jobs, estimates, and upcoming appointments attached to the record.

Australian tradesperson taking a phone call while crouched beside a glass door on site

Call and message history

Review call summaries, transcripts, recordings, texts, and emails before follow-up.

Australian tradesperson with a tool belt standing in a doorway taking a phone call

Reminders for repeat work

Set reminders for quote follow-up, key system reviews, invoice questions, or property manager callbacks.

Smiling Australian tradesperson speaking on a phone while fitting a sliding window

Direct communication

Reach locksmith customers by phone, email, or text from the CRM while keeping context nearby.

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

How it works

Set up Sophiie once, then let the work flow

Create customer profiles
Add contact details, property information, billing notes, and communication preferences.
Capture new interactions
Let Sophiie answer calls and store summaries, messages, and job details.
Track jobs and follow-ups
Use job history and reminders for estimates, rekeys, invoices, and callbacks.
Use context before dispatch
Review notes and previous work before sending a technician or answering a customer question.

Locksmith customer history matters more than a name and number

A property manager may call every month with a different unit. A shop owner may need the same restricted key system updated. A homeowner may have had a lock repaired last year and now needs a rekey. If that history is not visible, every call starts cold.

Sophiie's CRM keeps customer details, job history, communication history, notes, reminders, and upcoming work in one profile. That gives locksmith teams more context before dispatch or follow-up.

Connect the CRM to calls and jobs

Because Sophiie also handles AI phone answering, call summaries, texts, emails, booking, Job Manager, quotes, and invoices, the CRM is not just a static database. New interactions can become records, reminders, jobs, or billing follow-up.

For locksmiths, that helps with repeat accounts and urgent work. A technician can understand prior service, the office can check what was promised, and the customer does not have to repeat the same details every time.

A practical CRM for service relationships

Sophiie will not replace the judgment of a locksmith. It helps the business remember, organise, and act on customer information. That is the CRM function many locksmith teams need most.