Customer Management

Smart tools to keep your customer relationships organised.

Scrubix customer workflow preview

Are you serious about scaling your business?

You need a CRM built for service business operations, not generic office software. Scrubix keeps customer details, service history, upcoming jobs, invoices and messages connected in one flow, so your team can move faster with fewer mistakes.

Manage Customer Details

Store, access and manage your customer and lead information in one place.

  • Store names, addresses, contact details and internal notes.
  • View job history, invoices, payments and upcoming work from one profile.
  • Search and filter quickly so office and field users can find records fast.
  • Profile updates sync across users so everyone sees the same data.
Scrubix customer profile view

Add Unlimited Customers

Built for growing businesses that need headroom without moving systems.

Add customers from mobile or desktop while you are on the move. Import customer books from CSV when migrating from another platform, then clean and organise records directly inside Scrubix.

How to add customers

Scrubix customer growth workflow

Articles to help you get the most out of Scrubix

Customer service portals and business value

What portals are, where they help, and when they are worth rolling out.

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Introducing the Scrubix customer portal roadmap

How upcoming customer self-service links into jobs, billing and reminders.

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Customer story: scaling a round with less admin

How teams grow recurring books without losing control of service quality.

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