Everything you know about someone, in one history.
Customers is the memory of your business. Who they are, what they have bought, what they asked last time, what you promised, and what is still open, so anybody who picks up the phone can pick up the thread.
- Free for 14 days
- No card needed
- All sixteen apps included
- One record per person, not four
- The companies behind the people
- Track work you are trying to win
- Questions and complaints, answered
- Groups that keep themselves up to date
- One of them, not two
All of it, in the $99 plan, from your first day.
Most software calls this CRM. In Piggles it is called Customers, because that is what you are actually doing.
- customer relationship management
- contact management
- helpdesk
- sales pipeline
What Customers does
One record per person, not four
Their bookings, orders, invoices, emails, calls and notes on one record, a tab each, so nobody has to go looking in four places.
The companies behind the people
Link contacts to the business they work for, so a firm with six people who order is one relationship rather than six.
Track work you are trying to win
Quotes and jobs on a board you can move along, with what each is worth and what happens next, instead of a spreadsheet nobody updates.
Questions and complaints, answered
Requests come in, get assigned to a person, and have a time they are expected to be answered by. Nothing quietly ages in an inbox.
Groups that keep themselves up to date
Everyone who bought a particular thing, or has not bought anything for six months. Defined once, always current, ready to write to.
One of them, not two
Find and merge duplicates properly: the history joins up instead of one copy being abandoned.
Before you say hello, you already know the story.
The worst moment in a customer relationship is the one where they have to explain themselves again. Every customer here has one profile that opens on what matters: what they are worth to you, what is still open, and what happened last. Everything else is a tab away, and all of it is the real record rather than a copy somebody typed in.
- What they are worth, at a glance
- What they have ordered, what they have actually paid, what is still owed, their average order and when they last bought. Any credit they hold with you sits beside it.
- Every kind of history, one record
- Bookings, orders, invoices, work you are quoting for, tasks, notes and activity, each on its own tab. Bookings come first, because for a salon or a clinic that is the history you check before they sit down.
- Write it down while it is fresh
- Add a note, send an email or log a call from the top of their record in one press. Logging what just happened has to be quicker than not bothering.
- Papers that belong to them
- A signed contract, a scanned form, a spec sheet. PDFs and pictures kept on the person they are about.
- The company, not just the person
- A company record with the email addresses that are theirs and who on your team looks after them. Switch it on and a contact whose email matches is offered to that company. It asks, it never files them for you, and it never guesses from a personal email address.
- A list sorted by what matters
- Everybody, ordered by what they have spent or how recently they bought, with the filters you use every week saved as a view.
Work you have not won yet is still work.
The jobs you are quoting for are the most valuable records in the business and usually the worst kept: a quote in a sent-items folder, a promise made on a phone call, and a follow-up that depended on somebody remembering. Here they are records with a value, a stage and a next action, on a board you move things along.
- A board you actually move
- Stages you define, for how your work really goes. Drag a job along; what it is worth and when it is expected move with it.
- More than one way of working
- A separate board for a different kind of job, because winning a wholesale account and quoting a driveway are not the same process.
- The next thing, on somebody
- Tasks attached to the person and the job, with a date, so a follow-up is a thing that exists rather than an intention.
- Which ones are worth your morning
- Scoring you set the rules for, for customers and for jobs, so the list is ordered by likelihood rather than by whoever emailed most recently. While you write the rules you see what they make of a real customer.
- Won and lost, counted
- What came in, what did not, and by whom, so a pattern is visible before it becomes a bad quarter.
When somebody has a problem, the clock is already running.
A complaint that ages in a shared inbox becomes a bad review. Requests here are records with an owner and a time they are expected to be answered by, so nothing depends on somebody noticing an unread email, and the reply you send from the request lands on that customer’s record as well.
- Assigned to a person, not to everybody
- A request with an owner gets answered. A request in a shared inbox belongs to nobody.
- A time it should be answered by
- Targets for the first reply and for sorting it out, set by how urgent it is and counted in your opening hours, so a message at five in the afternoon is not late by morning.
- Replied to from the request itself
- Email them or log a call without leaving it. Start a request from a customer’s record and it is already linked, and replying is what marks it answered.
- The sentences you write constantly
- Saved paragraphs and email templates for the answers you give weekly, so the tenth one is as good as the first.
- Email on the record without copying it
- Connect your mailbox and messages from people already in your customers land on their record every few minutes, without anybody pasting them in.
- Calls from their record
- Connect a phone account and press Call: your own phone rings first, then it dials them, and who was called, when and for how long is kept on the record.
Your customers, in the shape your trade actually has.
Every business has records that no generic system has a name for: a vehicle, a property, a machine under contract, a member. Rather than making you bend that into "contact" and "note", you define what a thing is, what it has on it, and how it relates to a person, and it appears in the navigation beside everything else.
- Records you invent
- Your own kinds of record with your own fields. They get a place in the navigation, so what you invented is findable rather than buried in a settings screen.
- Related to the right people
- How your records connect (this vehicle belongs to this person, this contract covers this site) rather than everything hanging off one flat contact.
- Groups that keep themselves current
- Defined by a rule rather than a list, so "bought in the last 90 days" is true today without anyone rebuilding it. You see how many match while you write the rule.
- Or a list you pick by hand
- For the group no rule describes. Add and remove people one at a time, and see who came off it and when.
- Duplicates found and joined
- The same person entered twice is found, and merging keeps both histories instead of abandoning one. You decide what counts as the same person, and nothing is merged without somebody looking unless you switch that on.
- Let people book you from here
- Send a link that shows your real availability and puts the appointment straight on the record.
The questions you actually have, answered on one screen.
Most businesses have the same handful of questions about their customers and no quick way to answer any of them: who is new, where they came from, which quotes are stuck, who on the team is winning work. The common ones are answered already. For the rest, you build the report yourself by choosing words in a sentence, and watch the answer change as you do.
- The usual questions, already answered
- Who is joining, where customers come from, how your open work is spread across its stages, who on the team wins it, and how big each of your groups is.
- Every number opens its list
- A count of overdue tasks is a number you want to click, so you can. Each figure opens the records it counted.
- A report you build as a sentence
- Count customers, broken down by how they found you, over the last 90 days. Each choice is the next word, and the answer on screen updates as you pick it.
- Boards for different people
- Several saved reports on one screen, as many boards as you need, and a choice of which one opens first. Fix a report once and every board showing it is fixed too.
- Readable on a phone
- A board stacks into one column on a small screen, rather than squeezing two columns into something nobody can read.
It is included. All of it, from day one.
Customers is not an add-on, an upgrade or a thing you pay to unlock and get billed for. It is in the $99 plan alongside the other fifteen, whether you open it every morning or twice a year.
What actually changes the priceWorks with the rest of it
Nothing here is a separate product that has been made to talk to the others. They are the same business, looked at from different angles.
