Contacts & Customers

Everything in VoicerCRM revolves around the customer record. Each one — whether a person or a whole company — holds their details, your entire history together, and everything tied to them.

Finding someone

Search by name, company, phone or email. When a customer calls, you don't even need to search — their record pops up automatically.

What's on a record

• Contact details — multiple phones, emails and addresses.
• Relationships — the company they belong to, people they're connected to.
• A unified timeline of every call, email, meeting and note.
• Their open tickets, quotes, invoices and appointments.
• Attached documents.

Adding & tidying up

Create a customer in a click (or straight from a call). Importing from another system or a spreadsheet? VoicerCRM brings them in and detects duplicates so your list stays clean — you can merge two records into one without losing history.