Know Your Customers Instantly
When a customer calls, you see their full profile—past jobs, previous conversations, and what they typically need. Call back with context, not confusion.
Your Customer Database, Built Automatically
Grace captures customer details from every interaction. Here's what you get.
Complete Profiles
Name, number, email, address—everything in one place for each customer.
Call History
See every call with transcripts and summaries. Know what was discussed.
Email & SMS Logs
Full communication history across all channels.
Job History
Past jobs, quotes, and invoices linked to each customer.
Notes & Context
Add custom notes so you remember important details.
Quick Search
Find any customer instantly by name, number, or address.
Context That Wins Repeat Business
Know your customers. Remember their needs. Win more work.
Profiles Built From Conversations
Every call Grace handles adds to the customer profile. Name, number, what they needed, what was quoted—it's all there when you need it.
Call, Email, or Text From One Screen
Click a button to call, email, or text any customer. Their full history is right there, so you never ask 'Sorry, who is this?' again.
Notes That Travel With the Customer
Add notes after every job. Next time they call—or next year—you'll remember exactly what happened and what they prefer.