Every customer detail in one place — for office and field

Addresses, contacts, work orders, quotes and invoices — all on one customer card your office and technicians share in real time.

With Relationship Management in OutSmart you manage all your customers and relationships in one place. You easily store address data, multiple addresses and contact persons so that everyone in the team always works with the right information. Whether it concerns an invoice address, a work address or a project location: everything is clearly linked to the same customer.

Over 20.000 happy daily users

Scattered contact management vs. OutSmart Relationship Management

Topic	Without OutSmart	With OutSmart
Customer profile	Contacts in one tool, jobs in another, invoices in accounting	Complete profile — contacts, history, jobs, and contracts in one view
Communication log	Emails in inboxes, calls in memory — no central record	All interactions logged per customer — searchable and shared
Account ownership	Unclear — whoever last dealt with the client de facto owns it	Account manager assigned with activity log visible to the whole team
Pre-call preparation	Scramble through emails and systems before calling	Full customer context visible in seconds — prepared every time
Follow-up tasks	Sticky notes, calendar reminders, or forgotten	Follow-up tasks linked to the account — nothing falls through
Customer value	No overview — revenue and history not connected	Revenue, open work, and satisfaction visible per customer

Manage and view customer history

Open any customer and instantly see every past work order, quote and invoice — so no one asks 'what did we do here last time?' again. This makes cooperation between field service and back office easier and ensures a more professional customer experience.

Relationship Management forms the basis for an efficient workflow. It prevents data from being scattered across different systems or notes and ensures that both office and field service always work with the same current information. This keeps the work flowing and improves collaboration.

Practical example

A service company links multiple branches of a customer (office, workshop and warehouse) to the same relationship card. This allows the planner to select the correct address directly for a new assignment and see which work has previously been carried out – without technicians or administration having to do double work.

Benefits

Technicians always arrive with the right address and contact
See a customer's full history before you quote or visit
Handle multi-site customers with many contacts in one record
Office and field finally work from the same information

3232784

Work orders per year

5172

Customers trust OutSmart

Years of experience

Frequently asked questions about OutSmart Relationship Management

Relationship management in field service software connects all customer data — contacts, communication history, work orders, contracts, quotes, and invoices — in a single account record. OutSmart Relationship Management gives every team member the full customer picture instantly, improving service quality and account retention.

A standalone CRM manages contacts and sales pipelines but has no connection to your operational data. OutSmart Relationship Management is built into the same platform as planning, work orders, and billing — so the full service history, open jobs, and contract status are visible in the customer profile without any integration or manual sync.

Yes. Interactions — calls, emails, site visits, and notes — can be logged against any customer record. The full communication history is visible to anyone in your team, so context is never lost when an account changes hands or a colleague covers for someone.

Yes. Each customer account can have an assigned account manager. That person receives notifications for key events — contract renewals, outstanding quotes, overdue invoices — and is the named contact for the client relationship.

Yes. The customer profile shows all open quotes, pending approvals, and outstanding work alongside current and historical jobs. Sales and service teams can see the full commercial picture without switching tools.

Yes. OutSmart supports custom tags and filters so you can segment your customer base by industry, region, contract type, revenue tier, or any field relevant to your business — useful for renewal campaigns, targeted communication, or service prioritisation.

Yes. All invoices issued to a customer are visible in their account profile. Outstanding balances, payment history, and credit status are accessible directly from the customer record — so your team knows the financial position of any account before making commitments.

Industries

Integrations