Customer records that don't duplicate themselves
A single customer record per real-world customer, even when two crew members convert the same lead at the same time.
Most CRMs let you accidentally create three records for the same customer the first time two people on the team work the same referral. Relevant treats lead-to-customer conversion as a race-safe operation: the database guarantees one canonical customer record per real-world customer.
From the customer page you can see every job, quote, and dispatch tied to that account, plus the original lead it came from. It is the single contractor view of a relationship.
How it works
- STEP 1Convert
Promote a qualified lead to a customer — race-safe, with dedupe enforced.
- STEP 2Build history
Every quote, job, change order, and invoice attaches to the customer.
- STEP 3Reopen work
Spin up the next job for an existing customer in seconds.