Suprata Suite · Customers & communication

Suprata CRM

Every customer, in one complete record.

Suprata CRM keeps each customer's contacts, service locations, equipment, jobs, invoices, payments and messages together. Your team sees the whole relationship before they say hello. Every other module reads from the same record, so nothing is typed twice.

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Part of Suprata Suite Set up in minutes 9 help articles

What’s included

What CRM does

16 capabilities, connected to every other module in Suprata Suite.

Accounts and contacts

6
  • Accounts for households and organizations, with any number of contacts on each
  • One contact linked to many accounts, for property managers and fleet buyers
  • Multiple service locations per account
  • Equipment, assets, boats and RVs tied to the account that owns them
  • Billing accounts so a fleet, dealer or property owner can pay for someone else's work
  • Tags, categories, statuses and custom fields to sort customers your way

The full history

6
  • Jobs, estimates, invoices, payments, agreements and reservations on one account page
  • Calls, texts and emails logged to the customer automatically
  • Notes, documents and photos attached to the account
  • An activity timeline of everything that happened
  • Account credits you can issue, apply and refund with a full trail
  • AI summaries at the top of the account so anyone can catch up in seconds

Self-service for customers

4
  • A branded, passwordless customer portal
  • Customers view receipts, pay invoices and keep a card on file
  • Customers upload the documents you ask for
  • A public payment link on every invoice, no account needed

Screens

CRM at work

Screens from Suprata Suite with made-up sample customers. Click any screen to enlarge it.

A customer account in Suprata CRM with lifetime value, balance, credits and open jobs
Editing an account with contacts, billing details and tags on a tablet
Adding a saved bank or card payment method to a customer account

Help center

Learn CRM step by step

Plain-English guides from the Suprata help center, with the judgment calls that make setup go right the first time.

The anatomy of an Account vs. a Contact Suprata splits 'who you do business with' into two entities — Accounts and Contacts. Mixing them up causes real headaches at billing time. Here's the… Accounts vs. Service Locations vs. Assets Three 'place' concepts in Suprata that all sound similar but model different things. Getting the distinction right is the difference between a CRM… The Account Dashboard Tour A guided tour of the account dashboard — the page where 80% of customer-related work happens. Every section explained, with recommendations for how… Billing Accounts: Fleets, Dealers and Other Payers When someone other than the customer pays for the work — a rental fleet, a car dealer, a property owner — set them up as a billing account so the job… Working with Property Managers (One Contact, Many Accounts) When the same person manages dozens of properties, each with its own bill, the right setup is one Contact attached to many Accounts. Here's the… Tagging Accounts and Contacts Well Tags are the most flexible way to slice your customer base — but they're also the easiest thing to wreck. Here's a tag taxonomy that stays useful… Account Credits — Issuing, Applying, and Refunding Credits are owed-to-the-customer dollars on file. Here's when to issue one, how to apply it to an invoice, when to refund instead, and how the audit… The Customer Portal — Letting Customers Self-Serve Give customers a passwordless, branded portal to view receipts, pay invoices, keep a card on file, manage their boats, upload required documents, and… Cleaning Up Duplicate Accounts Duplicate accounts fragment a customer's history across two records. There's no one-click merge — here's the safe manual procedure that won't lose…

One platform

Part of something bigger

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability.

  • One record. CRM reads and writes the same customers, jobs and dollars as every other module.
  • Live numbers. Everything it does lands in dashboards and reports right away.
  • Room to grow. Rules, forms, workflows and reports can be customized as far as you need.
See the platform

Works hand in hand with

Suprata CSRA front-desk workspace to find a customer, take a call, book the work and start a job in seconds. Suprata MessageTwo-way texting and email from the customer record, with templates, a shared inbox and quiet hours. Suprata TalkA business phone that works from any phone, with call recording, transcripts and missed-call text-back. Suprata AI AssistAI search, a daily brief, account and job summaries and note cleanup, right where the work happens.

Suprata Suite

Get CRM tonight

See which plan includes CRM on the pricing page, or book a demo and we’ll walk you through it.

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