Client or prospect
A badge on the row says which. Prospects convert to clients the moment their first quote is accepted.
Contacts and CRM
One record per client, with the history attached
Every contact carries its account details, sites, quotes, jobs and activity — so a call about a job from two years ago takes one search, not three phone calls.
One record per client, with the history attached
Sites, not just addresses
A contact can hold several sites, so the right address lands on the right quote and the crew goes to the right gate.
Interaction coverage
Reports surface contacts with no recent activity, so the quiet accounts are visible before they go elsewhere.
Under the surface
Account, quotes, jobs and activity in tabs
The contact detail opens on account cards — billing details, payment terms, primary contact person — with tabs for every quote and job they have had and a running activity feed.
Find anyone in two keystrokes
⌘K opens global search from any screen. Type and results group by record type with live counts, so a client, their quote and their job all surface together.
Track where the work is coming from
Every contact carries its source, so the source performance and conversion funnel reports tell you which channels actually turn into accepted quotes.
Contact questions
Can I import my existing client list?
Yes — a CSV import maps your columns to contact fields, and the Xero connection can bring across contacts already in your accounting file.
Do contacts sync with Xero?
Contacts and their billing details stay in step both ways, so an address changed in Systemise is the address Xero invoices to.
Can one client have several sites?
A contact holds as many sites as it needs. The site is chosen on the quote or job, and travels with it to the crew.
How do I see who has gone quiet?
The interaction coverage report lists contacts with no recent activity, ordered by how long it has been.
Stop keeping the client list in your head.
Start free for 14 days. Bring one live job across and see what it actually made.