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grewray
grewray

Every customer, supplier and site in one shared book.

grewray keeps one contact book for the whole business. Every quote, job, invoice, file and message attaches to the person or company it belongs to, so the history is there when the phone rings.

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Contacts

What changes on day one.

The same moments you deal with today, and what they look like once they run on grewray.

  • The old way

    Customer details live in three phones, an inbox and last year's spreadsheet.

    With grewray

    One book the whole team shares, with a single record for every customer.

  • The old way

    Nobody can remember what was quoted to this client last spring.

    With grewray

    Every quote, job and invoice sits on the client's record, newest first.

  • The old way

    A site address is retyped onto every document, slightly differently each time.

    With grewray

    Sites are saved once against the client and picked from a list.

How it works.

  1. 1

    Bring your list

    Import a spreadsheet or an export from your old tool, or send it to us and we move it in within 72 hours.

  2. 2

    Add people, companies and sites

    Link each person to their company and to the addresses you work at.

  3. 3

    Work from the record

    Start a lead, book a visit, send a quote or raise an invoice without leaving the contact.

  4. 4

    Find anyone in a keystroke

    Search by name, email, phone or company from anywhere in grewray.

Everything it does.

  • People and companies

    Keep individuals and the businesses they work for, and see everyone at a company together.

  • Sites and addresses

    Save every address you work at against the client, with access notes for the team.

  • Instant search

    Search every field as you type, across the whole book, from any screen.

  • The full history

    Leads, jobs, quotes, invoices, files and messages on one timeline per contact.

  • Your own fields

    Add the fields your trade needs, such as a referral source, a gate code or a member number.

  • Yours to export

    Download the whole contact book in open formats whenever you like, free of charge.

What grewray does for you.

The follow-ups and paperwork that usually wait for someone to remember them, done the moment they are due.

  • Every quote, invoice, file and message is filed on the right contact for you.
  • Email and SMS updates go to the contact person you choose for each client.

Built for businesses like yours.

How contacts fits the way each trade works.

Common questions.

Can I import my existing contacts?

Yes. Upload a spreadsheet or CSV file, or send us the export from your current tool and we move it in for you, free, within 72 hours.

Is there a limit on the number of contacts?

No. Every plan includes unlimited contacts and companies.

Who can see our contacts?

The people on your team whose role includes contacts. Nobody outside your business ever can: every business's data is kept separate by four independent layers, down to the database itself.

Can we add our own fields?

Yes, on the Growth and Business plans. Add the fields your trade needs and they appear on every contact, in search and in your exports.

Keep exploring.

8 modules share one record of every customer and every job. These work closest with this one.

Give the paperwork to grewray.

Start a free trial today. If you have data to bring, we move it in for you.

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