Ezysystems – Customer Management
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Smart tools to keep your customer relationships organised.

Ezysystems gives you a CRM built for field and service businesses. Keep every customer and lead in one place — contact details, properties, services, job history, invoices and payments — searchable and synced across your team.

Whether you’re in the office or out on the road, you always know who your customers are, what you’ve done for them and what’s coming up next.

Start a free trial Which plan?

Customer management, scheduling, invoicing and payments — all in Ezysystems.

Ezysystems · Customer List
Live sync with field teams
Customers: 2,534 active Segment: Route A · Residential
Customer Next job Balance
Sarah Collins · 14 Oakview Rd 07 Mar 2025 · Exterior clean $0.00
Wicked Windows · Ash Ward 09 Mar 2025 · Shopfront route $145.00
Somerset Window Cleaning · Dan Lee 11 Mar 2025 · Commercial contract $920.50
Invoices due
36 customers
Overdue balance
$4,230.75
View: Customers · Active · Filtered by route & balance
Changes sync to every device in real-time Tap any customer to see full history

Are you serious about scaling your business?

You need a CRM that’s built for the way service businesses actually work — routes, repeat jobs, properties, teams and constant movement between jobs.

Ezysystems helps you stay consistent and deliver a better customer experience. Keep all your customer and lead information together: names, addresses, contact details, notes, service history, upcoming bookings, invoices and payments.

Everyone on your team sees the same, up-to-date information, wherever they are.

Customer records

Customer details that stay organised as you grow.

Store everything you need to know about a customer in one place, keep records tidy and make it easy to find the right person when you need them.

Manage Customer Details

Store, access and manage all your customer & lead info

Build complete profiles for every customer and lead — not just a name and number. Link properties, notes, service preferences and communication history so your team always has context.

  • Store names, addresses, contact details and property notes
  • View full job history, invoices, payments and upcoming bookings
  • Quickly search and filter records for fast access on the go

All data stays in sync across the office and field app in real-time.

Add Unlimited Customers

Perfect for growing teams ready to scale

Whether you’re adding your first hundred customers or your first ten thousand, Ezysystems is built to grow with you. Capture new customers in the moment and keep them organised from day one.

  • Add customers instantly from your phone or desktop
  • Convert leads into customers without retyping details
  • Keep residential, commercial and route customers clearly segmented

Higher-volume accounts are supported on advanced plans designed for scaling teams.

Search & organisation

Find the right customer in seconds, not minutes.

Powerful search and filtering tools make it easy to find the customer, property or segment you need — even as your database grows.

Smart Search

Look up customers by name, address, route or status

Find a customer while you’re on a call, standing at the van or checking the schedule. Search by name, street, postcode, route, tag or balance and jump straight into their record.

  • Instant search from mobile or desktop
  • Filter by status, balance, route or service
  • Pin commonly used views for quick access

Segments & Tags

Group customers to work smarter and communicate better

Tag customers by route, frequency, service type or any custom label you choose. Use those segments to plan work, run promotions or send targeted messages.

  • Tag VIPs, paused customers, new leads and more
  • Filter routes and schedules by customer segments
  • Use segments alongside Ezysystems messaging and marketing tools

History & context

Every interaction, job and payment in one timeline.

See the full story for each customer — from the first quote to the latest payment — so your team can respond quickly and confidently.

Customer Timeline

One place for notes, jobs, invoices and messages

Open any customer to see a chronological timeline of activity: booked jobs, completed work, invoices, payments, outbound messages and important notes.

  • Quickly check recent work before you visit or call
  • See who spoke to the customer last and what was agreed
  • Reduce duplication and misunderstandings within your team

Team-wide Access

Give your whole team the context they need

Office staff, field staff and managers all access the same up-to-date customer data. Set roles and permissions according to your needs, while keeping everything in sync.

  • Staff see today’s customers with all the details
  • Office team handles changes that update instantly
  • Keep everyone on the same page, even across multiple routes

Don’t just take our word for it

Hear from teams who organise thousands of customers with Ezysystems.

Service businesses use Ezysystems every day to keep their client lists organised, cut admin and focus on doing the work that grows their companies.

“Takes the hassle out of admin.”

We used to juggle paper records and spreadsheets to track customers. With Ezysystems, every client has a proper profile and our team just taps a name to see job history, balances and notes. The system quietly takes care of the boring admin.

Ash W. Owner · Wicked Window Cleaning

“From zero to 2,500 customers and still organised.”

We started with no customers and grew quickly. Ezysystems helped us keep every new customer organised — bookings, invoices, payments and reports — so scaling didn’t turn into chaos.

Dan L. Director · Somerset Window Cleaning

“Brought our customer records into the 21st century.”

Before Ezysystems we had stacks of paper and manual checks for who had paid. Now our jobs, invoices and customer records are all connected. Admin is down, cash flow is up and the team can pull up any customer’s info in seconds.

Liam A. Owner · Dot Cleaning

Guides & resources

Articles to help you get more from Ezysystems.

Customer Portals

Customer portals and their value to your business

Learn how giving customers self-service access to their jobs, invoices and payments can reduce calls, build trust and improve your service.

Reading time · 6 minutes

Read more

Customer Experience

Using Ezysystems to deliver a better customer journey

See how organised records, clear communication and consistent follow-up translate into happier customers and more referrals.

Reading time · 7 minutes

Read more

Customer Stories

How growing service businesses manage hundreds of clients

Real examples of teams that use Ezysystems to handle large customer lists without losing personal service.

Reading time · 5 minutes

Read more