Customer Directory (CRM)

Store client property details, contact info, notes, and past quote history.

Showing 3 of 3 client records
Sarah Jenkins

Private Homeowner

24 Orchard Way, Bristol, BS8 4EJ

+44 7911 123456

sarah.jenkins@example.com

Requires advance notice for site access (has two dogs). Prefers morning visits.
Won Value (1 quotes)£0.00
ProfileQuote
David Miller

Miller Property Investments

12 Meadow Lane, Bath, BA1 5TT

+44 7700 900123

david.m@millerprop.co.uk

Manages 4 rental properties. Always pays deposits same-day.
Won Value (1 quotes)£1161.60
ProfileQuote
Oakfield Management Ltd

Commercial Property

Suite 4, Oakfield Business Park, Bristol, BS1 2AB

+44 7820 445566

estates@oakfield.co.uk

Requires formal VAT invoices and Gas Safe / NICEIC compliance sheets.
Won Value (1 quotes)£0.00
ProfileQuote