Customer Management

A CRM designed for service businesses

Keep customers, sites, contacts and agreements organised in one place, with full visibility across service history and future work.

Why Choose Service Manager for your CRM?

Build better customer relationships, without the admin

Service Manager CRM gives you a clear, structured view of every customer, site, and contact in one place. From first enquiry through to live agreements and ongoing service, everything is connected - helping you stay organised, responsive, and in control as your business grows.

A single source of truth for your customers

Keep all customer, site, and contact information linked and up to date. No duplicated records, no digging through spreadsheets - just a clear view of who your customers are, what you do for them, and where the work happens.

Built around how service businesses work

Service Manager CRM is designed specifically for service-based operations. Track leads, manage agreements, and link everything directly to scheduling, deliveries, and invoicing, so your CRM reflects real-world operations - not just sales notes.

Simple to adopt, easy to grow with

Whether you’re moving away from spreadsheets or switching from another system, our team helps you get set up quickly. Import your data, structure it properly, and start using the CRM with confidence - with support on hand whenever you need it.

Create and manage quotes and agreements with ease

Create quotes and agreements quickly while keeping all lead, customer, and site information in one central CRM. Drag-and-drop tools reduce admin time and help you move from quote to live agreement faster.

Quote and agreement management in Service Manager CRM

Search, validate, and capture addresses in real time

Search and select validated addresses directly within the CRM. Service Manager automatically completes address fields and captures geo-location data, ready for accurate scheduling and route optimisation.

Transfer customer agreements without duplication

When customers change ownership, Service Manager automatically transfers agreements, invoices, delivery notes, and related records. No re-keying data, no broken links, and no admin headaches.

Apply price increases quickly and with confidence

Apply price increases in a single click across individual customers, sites, or your entire customer base. With historical data and clear visibility, you can make informed pricing decisions with minimal disruption.

Group customers and sites into a central cost centre

Create grouped cost centres across multiple customers, sites, branches, or departments. Instantly analyse costs, revenue, and profitability in one clear view.

Full CRM suite

Manage leads, customers, and agreements in one central CRM built for service-based businesses.

Quick quotes

Create professional quotes in seconds while keeping pricing, customer, and site details connected.

Instant agreements

Convert approved quotes into live agreements instantly, with no rekeying or duplicated data.

Unlimited agreements

Create and manage unlimited monthly or annual agreements across multiple customers and sites.

Fully searchable

Quickly find customers, sites, contracts, and agreement details using powerful search tools.

In-depth reports

Track sales performance and generate financial and operational reports to support better decisions.

What our users say

See what our users have to say about using Service Manager

I had heard about Service Manager from another washroom provider, and they recommended we get in touch as the service is superb. The Leito team have been fantastic throughout and the after-service has been exceptional.

Callum McKenna

Operations Director

We cannot recommend Service Manager highly enough, it will transform the way you run your business and Leito always have time to discuss any aspect of it.

Mabel Urrego

Managing Director

Service Manager is an essential partner to our business, I would recommend it to anyone in our sector or who has a similar business model in the service industry.

Daniel Richards

Operations Director