CustomersEvery customer,
Every customer,
remembered.
The customer record should remember the work, the money, the messages, and the next ask.
$20/month · cancel anytime · your data stays yours
Do the math
Retire the line items.
What this replaces
HubSpot · CRM seats$50+
Jobber · field-service CRM$39+
Airtable Team · customer base$20/seat
Google Sheets · customer spreadsheet$0 + labor
$109+/mo + cleanup time
Typical published prices - plus the hours spent keeping rows true.
One Pexxie
$20/mo
One customer card that every Pexxie module writes to.
- Jobs, invoices, emails, notes, and files in one record
- Segments build from live history, not CSV exports
- Pex proposes the follow-up and shows the receipt
End to end
The whole loop, start to finish.
1Customers
Create the person once
A form, email, booking, or invoice creates the customer card with source and contact details.
2Work
Attach the work
Jobs, quotes, appointments, and orders land on the same record as they happen.
3Invoicing
Attach the money
Invoices, deposits, payments, and open balances stay visible on the customer card.
4Email
Attach the conversation
Emails, chat notes, and internal notes file themselves to the record instead of living in memory.
5Marketing
Build useful segments
Groups like past spring clients or 90 days quiet build from live behavior, not a stale spreadsheet.
6Pex
Approve the next move
Pex proposes a follow-up, win-back, or thank-you note and waits for your yes.
7One brain
Feed the whole stack
The history shapes invoices, campaigns, calendar prep, and website requests the next time they show up.
The magic
One action. Lands everywhere.
Form → card → follow-upA new request is already a customer record with a next step, not another row to paste later.
Paid invoice → customer memoryPayment history lives next to the job and the conversation, so the next quote starts informed.
Segment → campaign → receiptA group can receive a message, book work, pay, and leave a dollar trail back to the segment.
Where Pex runs it
Propose. Approve. Executed.
Keeps the card current
Pex files new jobs, payments, emails, and notes as the business moves.
Finds the quiet money
Pex spots customers who should hear from you again and drafts the plain follow-up.
Proves what happened
When a follow-up turns into work, Pex keeps the path from customer to dollars visible.
This is not Salesforce with custom objects, territories, and enterprise forecasting.
Bad imported data still needs review. Pex can flag duplicates, but it should not guess identities.