Feature · Client Book
Know what every client is worth — before you pick up the phone.
Summit Hub turns your synced contacts into a client book: lifetime spend, outstanding balance, every deal and job you've ever done for them, and whether they're set up on the portal — one screen, no spreadsheet.
Client intelligence
History that answers the questions you actually ask.
Open a client and the answers are already there: what they've spent with you across every job, what's still owing, which deals you won and lost, and when you last did anything together. Repeat clients are flagged, quiet deals are flagged — so the book tells you who to call next.
- Lifetime spend & outstanding. Rolled up from the same Xero-connected job money your financials run on — not a second set of numbers.
- Full deal & job history. Every pipeline deal and every job for a client, with stage, outcome and money, linked straight to the deal.
- Property portfolios. Jobs grouped by address — a client with three jobs at two properties reads as a portfolio, not a list.
SECTION · PLANSCompare all plans →
Client intelligence comes with Crew
SoloClient directory & portal access
Crew+ Lifetime spend, deal history & engagement signals
Company+ Per-client property portfolios
Your client book already exists. Now it works for you.
The directory is on every plan; lifetime spend and deal history come with Crew, property portfolios with Company.
See pricing