https://www.grayline-erp.com/ })

Every Customer, Every Dollar, One View

Track all 12 (or 1,200) of your clients: revenue collected, outstanding balances, active jobs, and full history: without ever opening a spreadsheet.

Live App Preview
app.graylineerp.com / Companies
Customers & Reviews
Manage your customer directory and track customer reviews
Total Clients
12
Active Clients
6
With jobs in progress
Revenue Collected
$1,179,800
Outstanding
$98,200
Overdue
$98,200
Top 5 Customers by Revenue
1BC Transit
$336,000
2Thrifty Foods (Sobeys)
$324,800
3Victoria Volkswagen
$184,300
4Island Plumbing & Heating
$119,800
5Swiftsure Yachting
$46,200
12
Active clients visible in one customer directory
$1.18M
Revenue collected tracked across all clients
6
Clients with active jobs in progress right now
$0
Extra cost: CRM is included in base plan
What you get

Know your customers better than your competitors do

Every quote, job, invoice, and interaction attached to the right customer: automatically. No separate CRM login, no syncing, no duplicate data.

Full Client Directory
Every customer in one searchable list. Import from anywhere, or let Grayline build your directory automatically from quotes and jobs.
Revenue by Client
See exactly how much you've collected, what's outstanding, and what's overdue: per client. Know your top 5 revenue sources instantly.
Full Job History per Client
Every job you've ever done for a customer is attached to their profile. When they call back, you know exactly what you did last time: and what it cost them.
Import from Web
Add new clients by importing contact info directly from any website: no manual data entry for clients you already know.
Review Tracking
Track customer reviews and satisfaction alongside their job history. Know which clients are your biggest advocates: and which ones need attention.
Contact Management
Multiple contacts per company, with roles and notes. Never send a quote to the wrong person again because you forgot who the decision-maker was.
Revenue by Client

Know who your top 5 clients are: and what they owe

Your customer directory shows revenue collected, outstanding balances, and overdue amounts for every client in one view. Sort by revenue to see who's driving your business. Sort by overdue to see who needs a call.

  • Revenue bar chart by client: visual, instant, no setup
  • Outstanding and overdue separated so you know who to call
  • Filter by active, inactive, or new clients
  • Export your client list with revenue data any time
2
Client Revenue Overview
0
COLLECTED
$1.18M
OUTSTANDING
$98,200
OVERDUE
$98,200
0
BC Transit
$336k
Thrifty Foods
$325k
Victoria VW
$184k
Island Plumbing
$120k

"I knew BC Transit was our biggest client. I had no idea they were $336,000 of our revenue. Having that number visible made me realize how much of my business was one client: and I started diversifying immediately."

Jake Buford Owner, Buford HVAC Services (22 techs)

See Your Customer Data in One Place

Book a demo and we'll import a sample of your clients so you can see it working with real data from day one.