Full customer history
Every appointment, quote, invoice, email, and note in one timeline. Know exactly where things stand before you pick up the phone.
Customer Management
Every customer, every detail, one place
Full appointment history, communication log, invoices, and notes for every customer. Give them their own portal to view bookings and pay invoices. Built-in GDPR tools keep you compliant.
100%
GDPR compliant
0
Spreadsheets needed
24/7
Customer portal
Figures based on feedback from early Pro-cess customers (UK trade and service businesses, 2025-2026). Individual results vary.
How it works
Everything you need, nothing you do not.
Customer portal
Your customers log in to see their bookings, download invoices, and pay outstanding balances. Less admin for everyone.
Custom data fields
Track whatever matters to your trade. Boiler serial numbers, pet names, access codes. Your fields, your data.
Intake and consultation forms
Send forms before the appointment. Collect medical history, project specs, or whatever you need in advance.
Service reminders and recalls
Set automatic reminders for annual services, MOTs, or recurring maintenance. Customers come back without you chasing.
GDPR compliance tools
One-click data exports and anonymisation. Keep the financial records, remove the personal data. Fully compliant.
See how different industries use Customer Management
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