One Simple Place to Keep Track of Every Customer
A CRM is a smart contact list for your business. Instead of customer info scattered across your phone, notebooks, and email, everything lives in one place: who they are, what you talked about, and what job they need.
New Customers
Customer: John Davis
Job
Stop Losing Customers Through the Cracks
In most small businesses, customer info is spread across personal phones, email, paper quotes, and calendar apps. When someone reaches out, it's easy to reply late or forget, and that costs you jobs.
The DVT Customer Manager keeps it all in one place. Every call, text, quote, and invoice is saved to that customer's page automatically. Anyone on your team can see the full picture in seconds, at the office or on their phone.
Best of all, we don't just hand you empty software. Using our DAR Framework (Discovery, Application, Results), we bring over your existing customer list, set up the steps your jobs go through, and turn on automatic follow-ups from day one.
Every call, text, and website form saved to the customer's page.
Customers hear back right away, so they don't call someone else.
Automatic reminders keep every job moving forward.
Cancel Mailchimp, Calendly, Acuity, and separate texting apps.
Every Tool You Need to Stay on Top of Customers
Built for contractors, clinics, real estate agents, and other local businesses that can't afford to miss a customer.
A Page for Every Customer
Keep contact info, how much they've spent with you, notes, and files all together on one page.
See What Customers Do
See when a customer opens your email, clicks a link, texts back, or fills out a form.
Sort Customers Into Groups
Group customers by service, how they found you, job size, or urgency. Then send the right message to the right group in one click.
Works With Your Calendar
Works with Google Calendar and Outlook. Appointments show up in both automatically, so you never double-book.
Share Work Across Your Team
New customers are handed out fairly to your team, one after another. You choose what each person can see.
Use It From Your Phone
Use it anywhere with the DVT Mobile App for iPhone and Android. Your team can update jobs and send invoices right from the job site.
How We Set It Up For You
We don't leave you with a blank screen. Our team sets everything up using our DAR Framework.
We Learn How You Work
We look at where your customers come from, how you track them today, and the steps a job goes through, then plan your setup.
We Move Everything Over
We clean up and bring over your customer list, organize it, and connect your phone number, email, and calendar.
We Train Your Team
We walk your team through it 1-on-1, get everyone set up on the mobile app, and keep checking that it's helping you win more jobs.
Ready to Stop Losing Track of Customers?
Book a free call with our team and we'll show you how it would work for your business.
Book a Free Call