Centralised customer hub
Every customer's details, job history, communications, and notes stored in one searchable profile.
Customer CRM
Every customer, job, and interaction in one place. Sophiie keeps your relationships organised so nothing falls through the cracks.
How the AI-powered CRM works
Call, email, or text
Contact customers directly from their profile. Every interaction automatically logged and timestamped.
Detailed notes
Whether it's booking appointments, answering FAQs, or taking messages, Sophiie gets it done without breaking a sweat.
Follow-up reminder
Marco Reyes
Quote follow-up, 6-month check
Jul 20 - Jul 25
Mon, Jul 20
9:00 AM11:00 AM2:00 PM
Wed, Jul 22
8:30 AM10:30 AM1:00 PM3:30 PM
Fri, Jul 24
9:30 AM12:30 PM
SnoozeSet reminder
Set reminders
Schedule follow-ups, callbacks, and check-ins. Sophiie reminds you so customers never feel forgotten.
Hear what your customers will hear
A live demo call from Sophiie. Two minutes, no sales pitch.
Why tradies use an AI-powered CRM
- Less admin, more jobsStop searching through emails and texts for customer info. Everything in one place, one search away.
- One customer timelineFull history of every customer relationship. Know exactly when you last spoke and what was discussed.
- Improve experienceCustomers notice when you remember their details. Personalised service builds loyalty and referrals.
- Auto-populatedCustomer profiles created automatically from calls, emails, and chats. No manual data entry needed.
- Shared crew contextYour whole team sees the same customer info. No more "who spoke to this customer last?" confusion.
- Smart insightsSee your best customers, most profitable jobs, and follow-up opportunities at a glance.
Frequently asked questions
Sophiie automatically creates and updates customer profiles from every interaction, calls, emails, texts, and chats, giving you a complete view of each relationship.
Ready to automate your back office?
Sophiie answers, books, quotes, invoices and follows up, so you stay on the tools.