One record per person
It searches before it adds, so the same customer is never saved twice.
Your team · Client desk
One record per customer, always up to date.
The Client desk keeps your contacts, leads and service listings tidy, so every teammate works from the same facts.
What it does
Keeps details current
New phone number, new address, new job: the record is updated, field by field.
Looks after your listings
The services or properties you offer stay accurate for every teammate who quotes or books them.
Keeps the profile current
When a fact about your business changes, it drafts the update to your Business profile.
What waits for your OK
Records are easy to lose, so the permanent changes are yours:
01
Every delete waits for your click
02
Business profile changes wait for your yes
A typical day
10:00
A returning customer gave a new number on a call. Their record is updated, not duplicated.
15:45
A listing's price changed. The Client desk updates it so quotes and bookings use the new one.
Common questions
What happens with duplicate customers?
It searches first and updates the existing record, so each person is saved once.
Can it delete records?
It can propose a delete. The record is removed only after you click to confirm.
Where do the records come from?
From calls, texts, emails, chats and bookings, plus anything you add or import yourself.
Meet the rest of the team
The whole team, one plan
$99 a month, plus $8 for each appointment Perbene books. Never more than $349 a month (CAD).