Your best customers, never lost again
Repeat customers are the cheapest work you'll ever win — no ads, no quoting against three others, no trust to build. But repeat business dies when the history lives in an old phone and a vague memory. Grafta keeps every customer, and everything about them, one search away.
The full story on one profile
Open a customer and see everything: every job you've done for them, every quote sent, every invoice and what they paid and when. The boiler you fitted in 2024 and the rad you added last spring are right there when they ring about a service — you sound like you remember, because effectively you do.
Notes where you'll actually see them
"Prefers evenings." "Gate code 2244." "Always pays late — deposit next time." Notes sit on the profile where you'll see them at exactly the moment they matter: when the phone rings, when you're quoting, when you're setting terms.
Ring or WhatsApp from the profile
Search the name, tap to call or WhatsApp straight from the profile. New quote for an existing customer? Their details are already filled in. The AI assistant matches spoken names to your customer list too — say "quote for Mary O'Brien" and it knows which Mary you mean.
Good questions
Can I see whether a customer pays on time?
Yes — payment history lives on the profile, so you can see who pays same-day and who runs to 45 days before you decide terms, deposits or whether to take the job at all.
Does the voice assistant know my customers?
Yes — when you speak a quote or a note, Grafta matches the name against your customer list, and shows you the match before anything is saved. New name? It offers to create the customer.
Can I get my customer data out of Grafta?
Yes — your data is yours. Grafta is EU-hosted and GDPR-compliant, with full export and account deletion available in Settings.
Related from Grafta
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