Customer CRM built into your invoicing app
A big-CRM setup fits a sales team with a pipeline. Small businesses need something simpler: a running record of every job, invoice, payment, and note for every customer — and the ability to text them from that page.
Glo Invoice's customer profile is exactly that. Add a customer once, and every future job auto-fills their name, address, tax rate, and past-job notes. Search by phone number, address, or last-service date.
How Glo Invoice does it
Everything you know, one page
Every customer has a profile with contact info, service address (separate from billing), notes, tags, jobs, estimates, invoices, and payments. It's their whole history in one scroll.
Text or call from the profile
Tap the phone number to call. Tap the message icon to text a personal SMS (not just an invoice reminder). The conversation history logs to the profile.
Contextual autofill
When a repeat customer books a job, their address, tax rate, and last-quoted rates load automatically. Saves 30 seconds per job — thousands over a year.
How it works
- Step 1Add on the fly
First invoice creates the profile. No pre-work required.
- Step 2History builds itself
Every job, invoice, and payment posts automatically.
- Step 3Tag + segment
'VIP', 'recurring', 'commercial' — tag customers however makes sense.
- Step 4Reach out fast
One tap to text, call, or start a new job for any customer.
Anyone with repeat customers
Which is almost every service business.
Frequently asked
Related in Glo Invoice
Every customer, every job, one profile
A CRM you'll actually use — because it's already where you invoice.