Dashboard & teamNew
Customer database with tags and custom fields
Every caller saved as a customer with their calls, bookings and texts in one place. Tags, custom fields and extra intake questions.
What it does
Each person who calls or books becomes a customer record with their whole history. Add tags like VIP or Commercial, your own fields, and extra questions Amelia asks on every booking.
How it works on a call
- 1Open the Customers tab. Every caller is already listed, built from your past calls and bookings.
- 2Search, filter by tag, and open a customer to see every call, booking and text.
- 3Under Settings, add your own fields and intake questions.
- 4Amelia asks your intake questions on every booking and saves the answers to the customer.
Who it's for
- Service companies that want a simple customer list without a big CRM
- Offices that need the same questions asked on every new booking
- Teams that want to know a caller's history before calling back
Price and plan
Included in every plan at no extra cost. 14-day free trial.
Part of every plan. See pricing.
Customer database with tags and custom fields: questions
Can I export my customers?
Yes. Download the filtered list as a CSV file.
What happens to duplicate customers?
Merge them by phone number. The extra number is kept so future calls land on the right record.
Does Customer database with tags and custom fields cost extra?
No. It is part of every plan. Plans start with a 14-day free trial, and we set everything up with you.
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See it work on your own phone line
14-day free trial. We set it all up for you.