Customer CRM
A CRM that remembers every customer, job, and conversation
Every job, invoice, phone call, and text message is linked to the customer automatically — so anyone on your team has the full story in one click.
No credit card required
One profile, full history
Jobs, estimates, invoices, payments, calls, and texts — everything about a customer lives on one timeline.
Calls matched automatically
When a customer calls your business line, Fieldz AI matches the number and pops their profile with previous jobs.
Multiple addresses
Track home, rental, and business properties under one customer with per-address job history.
Find anyone in seconds
Global search matches names, phone numbers, addresses, and ZIP codes across customers, jobs, and invoices.
What you can do with customer crm in Fieldz AI
Customer CRM — frequently asked questions
Can I import my existing customer list?
Yes — contact our team after signing up and we'll help migrate your customers, jobs, and history into Fieldz AI.
Does the CRM link phone calls to customers?
Yes. Calls to your Fieldz AI business numbers are matched by phone number, logged on the customer's profile, and shown with recordings and durations.
Can customers have more than one service address?
Yes — add as many addresses as needed per customer, and each job records exactly which property was serviced.
Works even better with
Business Phone
A built-in business phone system: dedicated numbers, in-app dialer, call recording, voicemail, smart routing, and calls matched to customers automatically.
Learn moreCustomer Portal
Give customers a self-serve portal: view jobs and invoices, pay online, manage addresses — fewer status calls, faster payments.
Learn moreLead Capture
Embeddable lead forms that create jobs automatically, missed-call capture, and source tracking — so no field service lead goes cold.
Learn moreTry customer crm free for 7 days
Every Fieldz AI plan includes the full platform — no add-ons, no feature gates.
No credit card required