Customer CRM

A customer record for everyone you've ever quoted

Torqued is also your CRM — every customer who's requested a quote or had a job done gets a running profile automatically. No spreadsheet, no separate contact app, no re-typing a phone number you already have.

Quick Overview

Every customer's profile builds itself from their quotes and jobs — nothing to enter by hand.

See a customer's full history, lifetime spend, and last visit in one place.

Search, filter, and export your whole customer book anytime.

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yourshop.torqued.app/admin/customers

Search customers…

T

T. Davis

6 jobs · last 3 days ago

$1,240

P

P. Lopez

3 jobs · last 2 weeks ago

$540

M

M. Walker

9 jobs · last Yesterday

$2,180

Built automatically from quotes & jobs

Profiles that build themselves

Every new quote or job automatically creates or updates that customer's record — no manual contact entry, ever.

Full job history at a glance

See every past quote and job for a customer, in order, the moment they call back for another one.

Lifetime value, tracked automatically

Know exactly how much a customer has spent with you over time — no manual math, no separate spreadsheet.

Search and filter your whole book

Find a customer by name, or filter by how recently they've booked — see who's overdue for a follow-up.

Export anytime

Your customer list is yours — download it as a CSV whenever you want, no lock-in.

No separate CRM subscription

This is built into every Torqued plan — no extra tool to buy, learn, or keep in sync with your job data.

Your real customer list

Know who your customers are without digging through old texts

Open any customer and see every quote, every job, and how much they've spent with you — right alongside the rest of your dashboard. It's the same data already in your quotes and jobs, just organized into one place per customer.

yourshop.torqued.app/admin/customers

Customers in Torqued

How it works

01

Quote or job comes in

A customer requests a quote online or you create one from the dashboard.

02

Their profile is created

Torqued automatically creates (or updates) their customer record — no data entry.

03

History builds over time

Every future job or quote adds to that same profile automatically.

04

Look them up anytime

Search your customer book to see full history, lifetime spend, and contact info instantly.

Questions we hear a lot

No — your customer book exists automatically the moment your first quote or job comes in. There's nothing to configure.

No — it's included in every Torqued plan, same as quoting and scheduling. There's no separate CRM subscription.

Customer records are built from quotes and jobs today — if you create a quote for someone directly from your dashboard, their profile is created the same way.

Yes — export your full customer book to CSV anytime from the Customers page.

See your customer history in one place

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