01the trade calls this a “CRM”
The Customer File
Every customer, one card: what they bought, what they were promised, who spoke to them last. No memory required.
By hand
- Customer history lives in two notebooks, an inbox and Pieter’s head — and Pieter’s on leave.
- “What did we quote them last time?” is a twenty-minute archaeology dig.
- When a staff member leaves, their customers’ details leave with them.
Automated
- Every call, email, quote and payment files itself on the customer’s card.
- Whoever answers the phone sees the whole story before they say hello.
- People come and go. The customer file stays — complete, forever.
Pulling a customer’s full history20 min→10 sec