One place for every customer, every job, every note
The customer who called last spring, the gate code for the site round the back, the price you quoted last time — it's all valuable, and it's usually scattered across a phone, a spreadsheet and someone's memory. Floxa's CRM keeps it together and searchable.
Get startedScreenshot of a customer record showing job history and notes
Why it matters
Full job history per customer
See every past job, quote and invoice for a customer the moment you open their record — useful the second time they call.
Site details that don't get lost
Keep access notes, gate codes and site-specific quirks attached to the contact, so anyone on the team has what they need.
Search instead of scroll
Find a customer by name, address or phone number in seconds, instead of scrolling back through old text threads.
One team, one record
Everyone on the team sees the same customer history, so a repeat customer isn't only known to whoever answered the phone first.
How it works
Add a customer once — from an enquiry, a quote or an existing job.
Every quote, job, invoice and note attaches automatically to that contact.
Search any contact in seconds to see their full history before you call them back.
Built for these trades
Frequently asked questions
Is this a full CRM or just a contact list?
It's built specifically for trade businesses: contacts carry job history, quotes, invoices and site notes together, rather than being a bare address book.
Can the whole team see customer history?
Yes — every team member with access can see a customer's full history, so service doesn't depend on one person's memory.
Can I import existing customers from a spreadsheet?
Existing customer lists can be brought into Floxa when you set up, so you're not starting your customer history from zero.