CRM / Customers
A complete history for every customer — always to hand
See invoices, quotes, payments, and notes on a single timeline. Import contacts from your phone, vCard, or CSV, or quick-add a customer straight from an invoice.
No credit card required
James Patel
Patel Electrical Ltd
Phone · 07700 900123
Email · james@patelelectrical.co.uk
Address · Bristol, BS3
Recent activity
Invoice INV-0089 · Paid
£340.00 · Card · 2 days ago
Quote EST-0142 · Sent
£1,850.00 · Rewire — 5 days ago
Note
Called about fuse board — prefers mornings
Never lose track of a conversation
Every email, invoice, quote, and payment lands on your customer's timeline — so when they call, you already know what was quoted, what's outstanding, and what you said last time.
- Chronological history for each customer
- See linked jobs, invoices, and estimates at a glance
- Add notes after calls or site visits
- Spot patterns: repeat work, late payers, big spenders
Customer
R. Morgan Heating
Payment received
INV-0201 · £480.00 · Today
Quote accepted
EST-0098 · £2,100.00 · Mon
Note
Boiler service booked for next month
Get customers into fixdd in seconds
Whether you're moving from a spreadsheet or adding people as you go, fixdd makes it painless — import a batch or capture details the moment you raise paperwork.
- Import from phone contacts or vCard files
- Upload a CSV for bulk customer lists
- Quick-add a new customer while creating an invoice
- Keep billing and contact details in sync
Import customers
Drop CSV or vCard here
or choose from contacts
Quick-add from invoice
New customer · pre-filled from draft
CRM FAQs
What shows up on a customer's timeline?
Invoices, estimates, payments, notes, and linked jobs — in order — so you get a clear picture of what's been sent, what's been paid, and what's still open for that customer.
Can I import customers from my phone or a spreadsheet?
Yes. You can pull from your phone contacts, import vCard files, or upload a CSV. It's designed for real-world data from small businesses, not perfect columns.
Is my customer data secure?
Customer records are stored securely and only accessible to your account. Use fixdd as your single source of truth instead of scattered notes and screenshots.
Can I add a customer while I'm raising an invoice?
Yes — quick-add lets you capture name, phone, and email as you create an invoice or quote, so you don't break your flow to set someone up first.
Put every customer in one place
Start free — bring your contacts, send your next invoice, and see the full picture on every timeline.
Get started freeNo credit card required