Customers

Every customer, gate code and price in one place.

Prices, frequencies, notes and the dog’s name. Residential or commercial, all in one list you can filter in seconds.

Join the waitlist →See pricing
Zif, the ZiftyCRM assistant, for customer management
Note saved
Side gate code 2580 · dog’s called Biscuit
2 customers paused
Back on the round in November
Inside Zifty

Customer management, in the app.

Address, contacts, property type, price, how often, how they pay and notes for the round, like side gates and parking.

app.ziftycrm.com
zifty
Home
Work planner
Today’s round
Visual planner
Customers
Sign-ups3
Payments
Invoices
Messages2
Reports
DDave’s Windows
284 active · 21 paused
Customers
FiltersAdd customer
Name
Address
Round
Every
Price
Pays by
Mrs Patel12 Elm RoadA4 weeks£18Direct Debit
J. Cooper4 Mill LaneA4 weeks£22Direct Debit
The Hendersons27 Oakfield AveB4 weeks£16Cash
Bloom Café9 Church StreetB2 weeks£35Bank transfer
D. Okafor31 Oakfield AveB8 weeks£16Direct Debit
K. Walsh2 Station RoadC4 weeks£20Direct Debit
S. Hughes18 Kings RoadC12 weeks£24Cash
MP
Mrs Patel
12 Elm Road, Newark
Every 4 weeksDirect DebitSemi · 3 bed
Notes
Side gate code 2580. Dog’s called Biscuit (friendly). Conservatory roof every third visit.
Next clean
Tue 18 Nov
Balance
£0 · all paid
TextPause jobInvoice
Customers

What it does for you.

Everything on one card

Address, contacts, property type, price, how often, how they pay and notes for the round, like side gates and parking.

Pause or stop, with a reason

Holidays, moved house, not happy: pause or stop a job and Zifty keeps the reason and the date for later.

Find anyone fast

Filter by status, round, frequency or postcode area, or search by name, street or phone number from anywhere in the app.

How it works

Three steps. That’s it.

  1. 1

    Bring your customers across

    From another app, a spreadsheet or your round book. We help you move them over.

  2. 2

    Add new ones as you go

    Residential or business, with contacts, an invoice email and property details.

  3. 3

    Keep it tidy

    Inactive customers stay on file with a reason, so you can win them back later.

Customers

Fair questions.

Yes. Commercial customers can have several contacts and their own invoice email.

See every FAQ →
Early bird pricing

Get Zif on your round.

Join the waitlist for exclusive early bird pricing. We’ll help bring your customers across, then Zif does the admin.

Join the waitlist →
Zif shouting into a megaphone