One reliable customer record
Anyone with permission can understand the relationship without searching calls, texts, calendars, and folders.
Products/Customers & CRM
Customers & CRM
Know the customer, the property, and every promise your company made.
Sypher connects the customer to every property, call, appointment, technician visit, approval, invoice, payment, and piece of evidence, while the branded customer portal keeps the customer involved.
Customers & CRMSypher live product
Live workflow connected
AI ready with context
UnifiedHistory
BrandedCustomer access
Equipment-awareProperties
Why it matters
Make the workflow easier to run and easier to trust.
A more professional experience
Customers receive a branded place to make decisions, see progress, and find every document.
Service history that compounds
Every visit makes the next call, estimate, diagnostic, and maintenance recommendation more informed.
What Sypher gives you
Complete control without stitching together another tool.
Every capability below works from the same company, customer, employee, and job data as the rest of Sypher.
Complete customer timeline
Keep calls, properties, equipment, appointments, messages, estimates, invoices, payments, and files together.
Branded customer portal
Give customers one secure place for bookings, approvals, signatures, invoices, payments, evidence, and reviews.
Property and equipment records
Track model, serial number, age, warranty, manuals, maintenance, previous repairs, and installed parts.
Self-service scheduling
Let customers approve requested appointments or select valid repair times from real availability.
Communication history
Record emails, texts, call summaries, reminders, portal activity, and internal follow-up in the same timeline.
Customer data control
Owners decide who can view, edit, create, merge, or delete customer records.
How it works
A clear workflow from start to finish.
Create once
Capture a customer from a call, form, portal request, import, or office entry without duplicating the record.
Build the property history
Attach locations, equipment, warranties, previous work, notes, files, and communication.
Share the right experience
Send secure portal access for appointments, approvals, signatures, evidence, invoices, and payments.
Use history on the next job
Give office staff, AI, and technicians the exact context they need when the customer returns.
One connected operating system
This product gets stronger because it is not alone.
The same data can answer the call, prepare the technician, inform the customer, create the invoice, update inventory, and show the owner what happened.
View all Sypher productsSee Customers & CRM in your workflow
Bring us the way your company handles this today.
We’ll show how Sypher fits the real process, what can be automated, and what your team and customers will experience.