Feature // Client CRM
Know Every Customer.
Full customer database with job history and AI-drafted communications.
What It Does
Every customer. Every job. Every message. In one place.
Complete customer database
Every client, every property, every contact in a searchable database you own. No subscription expiry, no data hostage, no per-seat fees for your office staff.
Job history per client
Every job, quote, invoice, and payment linked to the client record. When a customer calls, you see their full history instantly. No more hunting through spreadsheets.
AI-drafted messages
Need to follow up on a quote? Confirm an appointment? Send a check-in after a job? Draft the message with AI. Edit it, send it. Professional communication without the time cost.
Automated review request emails
After a job is marked complete, automatically send a review request via Resend. Set it up once. It runs without you. Your reputation grows while your team focuses on the next job.
What's Included
Everything in your app on day one.
- ✓ Customer database
- ✓ Job history
- ✓ Contact management
- ✓ AI-drafted messages
- ✓ Review request emails
Build With AI
Already deployed? This feature is live. Building with AI? Find it in Lesson 13 (CRM functions and messaging).
Related Features
Works best alongside these.
BUILDER_STORY // COMING_SOON
"Be among the first to get MyKit and share your story."
Share Your Story →Your customer database. Your code. $349 once.
Client CRM included in every MyKit purchase. No monthly fee.