Customer Relationship Management
A complete 360-degree view of every customer — history, bookings, and communication
✓
Timeline 360 view
✓
Online booking portal
✓
QuickBooks sync
15
Countries supported
SyncHQ Pro CRM gives you full customer profiles with service history, geocoded addresses, booking portal access, Timeline 360 view, and QuickBooks sync. Manage relationships, track every interaction, request reviews, and let customers book online.
Why Teams Love This Feature
Customer Timeline 360
Unified history of every interaction — jobs, estimates, invoices, payments, calls, emails, SMS, and WhatsApp messages — in one timeline.
Customer Booking Portal
Give customers a self-service portal to request appointments, view job status, and pay invoices online.
Reviews & Reputation
Request customer reviews after completed jobs and monitor your reputation from the dashboard.
QuickBooks Sync
Customer records sync bidirectionally with QuickBooks Online via OAuth 2.0.
Powerful Features Built for Service Management
Customer Data Management
Create, edit, and organize customer records with rich detail.
Full CRUD operations with search and filtering
Address geocoding via Google Maps
Country/state cascading dropdowns (15 countries)
Custom tags and categories
Service history timeline
Notes and communication log
Timeline 360 View
A unified interaction history for every customer, powered by automatic logging.
Jobs, estimates, invoices, and payment records
Call logs, SMS messages, and email history
WhatsApp message tracking
Booking requests and portal activity
Customer health score calculation
Online Booking Portal
Let customers request appointments through a branded online portal.
Configurable available time slots
Booking number generation
Status tracking for customers
Access-token-secured portal links
Automatic confirmation notifications
Reviews Management
Build your reputation with automated review requests.
Post-job review request emails
Star rating collection
Review response management
Reputation dashboard analytics
Review trends over time
Frequently Asked Questions
What is the Customer Timeline 360?
Timeline 360 is a unified interaction history that shows every touchpoint with a customer — jobs, estimates, invoices, payments, calls, emails, SMS, and WhatsApp messages — in chronological order. It also calculates a customer health score based on engagement.
Can I import existing customer data?
Yes. SyncHQ Pro supports CSV imports for customer data. You can map fields during the import process to match your existing data format.
How does the booking portal work?
Customers visit your booking portal, select an available time slot, and submit their booking request. You receive a notification and can approve, reschedule, or decline. Customers get automatic status updates.
How does the QuickBooks sync work?
Connect your QuickBooks Online account via OAuth 2.0. Customer records, invoices, and payments sync bidirectionally. Tokens auto-refresh so the connection stays active.
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Ready to Try Customer Relationship Management?
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