Add Customers to Toolfy
Create customers while you are on the phone or import a full list in minutes.
2 min read
Edit Customer Information
Update contact details, notes, and metrics without losing historical records.
1 min read
Import Customers from CSV
Validate and import customers from spreadsheets or other systems with undo support.
4 min read
Delete Customers Safely
Remove duplicates or honour deletion requests while keeping financial history intact.
2 min read
Customer Communication History
See every email, SMS, call, and note in one searchable timeline.
2 min read
Customer Portal Features
Offer a branded self-service portal for invoices, payments, and live job updates.
2 min read