Keep customer contact info, job history, quotes, and invoices in one place. Search by name, see their full history, and never lose track of a client again — all from your phone.
No credit card required • 14-day free trial
Sarah Johnson
4 jobs · $2,400 YTD
Mike Garcia
2 jobs · $850 YTD
Lisa Patel
8 jobs · $5,200 YTD
The challenges every customer management business owner knows.
Phone numbers in your phone, addresses in a notebook, notes in a text thread. When a customer calls, you can't find their info.
A customer calls and asks about a job you did months ago. You have no notes and can't remember what you did or when.
You meet someone at a job site who's interested in your service. You take their number on a napkin and lose it.
You can't tell which customers bring you the most revenue or which ones haven't called in a while.
One app replaces the spreadsheets, notebooks, and sticky notes.
Store contact info, address, notes, and tags for every customer. Search by name to find anyone in seconds.
Every quote, job, and invoice for each customer in one place. See their full history when they call.
Find any customer by name, phone, or address. No more scrolling through your phone contacts.
Tag customers as active, lead, or past. See at a glance which clients are recurring and which are one-time.
Tap to call or email a customer directly from their profile. No switching between apps.
See which customers bring the most revenue and which haven't called in a while, powered by AI.
Set up your Operio account in minutes — no credit card required.
Add your customers, services, and business information.
Handle quotes, jobs, schedules, invoices, and customers from one place.
Use business analytics, goals, and AI insights to make better decisions.
Start free. Upgrade when you grow.
$0/month
14-day free trial. No card required.
Yes. Every customer has a profile with their name, phone, email, address, and notes. You can add tags like 'active' or 'lead' and search by name to find anyone in seconds.
Yes. Every quote, job, and invoice for each customer is stored in their profile. When a customer calls, you pull up their profile and see the full history — no more 'what did I do last time?'
Yes. Search by name, phone, or address to find any customer in seconds. No more scrolling through your phone contacts or flipping through a notebook.
Yes. Tag customers as active, lead, or past. See at a glance which clients are recurring, which are one-time, and which are prospects you're trying to convert.
Yes. The Free plan includes up to 25 customers. Starter is $29/month for unlimited customers. Pro is $49/month for unlimited customers plus AI insights on your customer base.