Know every customer at a glance.
Everyone who gets in touch gets a profile on their own, and every app you use keeps adding to it: their quotes, projects, invoices and history.
No card to start. Join now and it stays free for life, even after it becomes a paid plan.
- Profiles that make themselvesTheir first email, form, booking or order makes the profile, so nobody types a customer in.
- Every app on one pageTheir quotes, projects and invoices sit together on the profile, as you turn each app on.
- Your whole team in the loopNotes, tags and history everyone shares, so anyone picks up where the last person left off.
Every customer remembered, by everyone.
No one types a customer in
Their first email, form, booking or order makes the profile, matched by email so nobody lands twice.
Their whole story, newest first
Conversations, notes, forms and reviews on one list, so you know what happened before you call.
Notes the whole team can see
Leave the gate code, the dog's name or the way they like things done, where everyone will find it.
Fields that fit your work
Tag people your way and add the fields your business needs, from lot size to the dog on site.
Bring your list in minutes
Import a spreadsheet, match its columns, and see what will change before anything is written.
Your customers stay yours
Pick the people you want, tag them together or export them to a spreadsheet, whenever you like.
Contact Profiles comes with your workspace, for your whole team.
- No card to start, and nothing to install
- Bring your list in from a spreadsheet
- Support Desk, Tasks, Notes and team chat come with it
Join now and it stays free for life, even after it becomes a paid plan.
Every app you add fills in the picture.
Turn one on and its card appears on every profile, for each teammate who can open that app.
Some of the businesses that run on CustoDesk
Questions about Contact Profiles
What do I see when I start?
Your contacts, ready for the first customer. Import a spreadsheet of the people you already work with, or let the first email, form or booking make a profile on its own.
Do I have to add customers myself?
No. A profile is made the first time someone emails you, fills in a form, books or buys. You can also import a list or add someone by hand.
What if the same person gets in touch twice?
They're matched by email address, so they land on the same profile, and new details fill in the blanks without overwriting what you already have.
Can I bring my existing customers?
Yes. Import a CSV of up to 5 MB, match its columns to profile fields, including your own, and undo the import for 7 days if something looks wrong.
Can I take my customers with me?
Yes. Anyone with access to Contacts can export the list as a CSV.
What does it cost?
The Core Workspace is free for life on workspaces that join now, before it becomes a paid plan. The apps you add on top are priced per workspace, not per person, so every one covers your whole team.
Pick up every customer where you left off.
No card to start, and your whole team is in. Join now and it stays free for life, even after it becomes a paid plan.
Try Contact Profiles freeOr book a demo