Everything You Need to Know About Every Customer
Business Genie CRM gives you a complete 360° view of every customer relationship. From first contact to repeat business, track everything in one beautiful interface.
Customer Management
Store every customer detail in one place. Contact info, service history, notes, photos, and communication logs. Know everything about every customer instantly.
Call & Text Logging
Automatically log every call and text message. See conversation history before you pick up the phone. Never forget what you promised a customer.
Service History Tracking
Complete timeline of every job, invoice, estimate, and interaction. Know exactly what work was done, when, and by which technician.
Smart Reminders
Automated follow-ups for seasonal maintenance, annual inspections, and service renewals. Never lose a repeat customer to a competitor.
Customer Insights
See lifetime value, payment history, and service preferences at a glance. Identify your best customers and target similar leads.
Review Management
Request reviews automatically after jobs. Track ratings and respond to feedback. Build your 5-star reputation with every completed job.
Why Tradespeople Choose Business Genie CRM
Built for Mobile-First Teams
Your crew works in the field, not behind desks. Business Genie CRM works perfectly on phones and tablets. Update customer records, add notes, and log calls from anywhere.
Automated Follow-Ups That Actually Work
Send seasonal maintenance reminders, review requests, and win-back campaigns automatically. The system remembers so you don't have to. Most contractors see 40% more repeat business within 6 months.
No Learning Curve
Unlike bloated enterprise CRMs, Business Genie is intuitive and simple. Most contractors are fully onboarded within 30 minutes. Your team will actually use it.
Average Results
Turn One-Time Customers into Lifetime Clients
Automated marketing that brings customers back year after year. Set up once, then watch your repeat business grow on autopilot.
AI Follow-Up Sequences
Automatic text and email sequences that nurture leads and re-engage past customers. Set it once, let it run forever.
Email Campaigns
Send seasonal promotions, maintenance reminders, and newsletters to your entire customer base with one click.
SMS Marketing
Text message campaigns that get read within minutes. Perfect for last-minute openings and seasonal offers.
Lead Scoring
Automatically identify hot leads based on engagement, job value, and response time. Focus on the customers most likely to book.
Task Automation
Create automatic tasks for follow-ups, inspections, and renewals. Your team never misses a beat.
Pipeline Management
Visual pipeline shows every lead from first contact to closed deal. Move deals forward with drag-and-drop simplicity.
Built for every service industry
From plumbing to landscaping, electrical to pest control—thousands of service professionals across all trades trust Business Genie to run their operations
Plumbing
Electrical
HVAC
Cleaning
Contractor
Handyman
Landscaping
Painting
Pest Control
Pool Service
Tree Service
Roofing
Ready to Grow Your Trade Business?
Join thousands of contractors using Business Genie CRM to manage customers, automate follow-ups, and grow their business.
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vs Jobber
See how Business Genie compares to Jobber