Customer Management (CRM)

Your customer list, finally working for you

Every customer you've quoted or served, with their whole job history and what they've spent, in one place. Sesklo turns that list from a pile of contacts into a source of your next job — telling you who's due for a follow-up and who's worth more attention.

Your customer database on web and in the mobile app — every customer, their status, and lifetime revenue in one place, with active projects and marketing opt-in a click awayYour customer database on web and in the mobile app — every customer, their status, and lifetime revenue in one place, with active projects and marketing opt-in a click away — mobile app
Your customer database on web and in the mobile app — every customer, their status, and lifetime revenue in one place, with active projects and marketing opt-in a click away

Every job a customer ever had, in one profile

Open a customer and you see their full timeline: past quotes, completed jobs, invoices, and what they’ve paid over time. No more digging through email or paper to remember what you did for them last spring.

Bring your existing customers with you

Already have a customer list in a spreadsheet? Import it. Sesklo takes a CSV so your history comes with you on day one instead of starting from an empty screen.

The customer import spreadsheet — pre-filled with your existing customers, ready to edit in Excel and upload back
The customer import spreadsheet — pre-filled with your existing customers, ready to edit in Excel and upload back

Insights that point at your next job

Sesklo watches your customer base and surfaces the ones worth acting on — a repeat customer who’s gone quiet, a high-revenue account, a job worth a follow-up. Instead of guessing where the next job comes from, you get a short list.

Notes that stay with the customer

Jot down what matters — gate codes, the dog’s name, what they said about next year’s project — and it stays attached to the customer, ready the next time you or your crew show up.

Turn your customer list into your pipeline

CRM is included on the Pro plan.