Managing Customers

Your customer database is your most valuable asset.

Every customer interaction lives in Conkr. Build a database that drives repeat business.

Customer Profiles

Each customer has a profile with:

Add customers manually or create them on the fly when making a quote. If a customer contacts you via email, Conkr can suggest creating a profile.

Customers get access to a simple portal where they can:

No login required — they access via secure links sent in emails.

Tag customers for easy filtering:

Search customers by name, phone, email, or address. Conkr finds matches even with partial information.

Our support team is here to help. Reach out and we'll get you sorted.