Customer Intake & CRM
Customers and accounts
Manage customer records, history, and communication context.
Overview
Keep customers, contacts, and account history in one CRM-style index with detail workspaces. Search, filter, and open a customer to see jobs, properties, and activity.
What we're building
When customer details are spread across sticky notes, inboxes, and someone's memory, the office wastes time hunting for the history they need before they can help. Who is this account, what work have we done, which property are they calling about.
Thorbis keeps customers, contacts, and account history in one CRM-style index with a detail workspace for each account. Search and filter to find anyone fast, then open them to see their jobs, properties, and activity in one place.
It is for office staff and owners who need the full picture on a customer before they pick up the phone.
What you'll be able to do
- Keep customers and contacts in one index
- Search and filter customer records
- Open a customer detail workspace
- See a customer's jobs in one place
- Review properties tied to a customer
- Track account history and activity
Rollout plan
- 01
Customer index
CompleteKeep all customers and contacts in one searchable index.
- 02
Account detail workspaces
CompleteOpen any customer to a detail workspace with their full context.
- 03
Connected history
CompleteTie jobs, properties, and activity to each account.
Milestones
- Complete:
Customer records
Store customers and contacts.
- Complete:
Search and filter
Find customers fast across the index.
- Complete:
Detail workspace
Show jobs, properties, and activity per account.
- Complete:
Account history
Track communication context and activity.
More in Customer Intake & CRM
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.