Overview
Customer Profiles in SmartMoving provide a centralized view of each customer’s relationship with your business. They consolidate all contact details, activity history, notes, and related records (such as opportunities, storage accounts, tickets, and claims) into a single, unified profile.
Customer Profiles allow you to manage multiple contacts under one account, merge duplicate profiles, and maintain consistent contact information across every opportunity or estimate associated with that profile.
Key Benefits
Unified Activity Log: View all customer-related activity—including opportunities, storage accounts, customer service tickets, claims, and notes—in one place.
Multi-Contact Management: Add and manage multiple contacts (e.g., spouses, family members, business partners) under a single customer profile.
Profile-Level Contacts: Contact information lives at the profile level and automatically populates across all associated opportunities, estimates, and jobs.
Merge Capabilities: Combine duplicate customer profiles to maintain accurate and organized records.
Quick Insights: KPI cards surface important customer details such as address, outstanding balance, upcoming move, and lead source.
How It Works
Customer Profile Page
Each customer profile includes the following components:
Profile Name
The profile name identifies the customer or household. This can be:
An individual name (e.g., Maria Garcia)
A household name (e.g., The Garcia Household)
A business or organization name
The profile name is independent of individual contact names and can be set to best match the way you track or group that customer.
KPI Cards
At the top of the profile, KPI cards display key details, including:
Address
Outstanding balance
Next upcoming move
Lead source
These provide quick, high-level insight without opening additional records.
Contacts Section
The Contacts section allows you to manage all contacts associated with the profile.
You can:
Add contacts (name, phone number, email)
Edit existing contacts by clicking the contact and updating details
Designate a primary contact
Save changes that automatically apply to all linked opportunities, estimates, and jobs
Because contacts exist at the profile level, their information consistently populates any new opportunity or estimate created for that profile.
Unified Activity Log
The Recent Activity section displays a complete, chronological timeline of all records associated with the profile, including:
Opportunities
Storage accounts
Customer service tickets
Claims
Notes
This log provides a consolidated view of every interaction, making it easy to understand the full history of the customer without navigating between multiple records.
Claims and Related Records
Each Customer Profile includes a Claims Card that summarizes all claims associated with the customer. It displays key information such as:
Claim status
Related records
Essential claim details
This allows you to review and access claims from the same page as all other customer activity.
How to Merge Customer Profiles
If you have duplicate customer records, you can merge them into a single profile.
To merge customer profiles:
Navigate to either Opportunities, Active Storage or All Customer Profiles in the left-side menu
Locate (or search for) the customer profiles you want to merge together and checkmark them.
Select the option to Merge Profiles.
Confirm the merge by selecting the Customer Profile Name and the Primary Contact.
After merging:
All opportunities, storage accounts, tickets, claims, notes, and contacts from the duplicate profile will be consolidated into the primary profile.
The duplicate profile will no longer appear separately.
💡Note: You can only merge 2 customers at a time.
How to Edit and Add Contacts
You can view and update contact information directly within the Customer Profile.
To edit a contact
Open the customer’s Profile Page.
Locate to the Contacts section.
Click the pencil icon next to the contact you want to edit.
Update any of the following fields:
Name
Phone number
Email address
Primary contact designation
Click Update Contact.
Updates apply automatically to all opportunities, estimates, and jobs associated with the profile.
To add a new contact
Open the Customer Profile.
Locate the Contacts section.
Click the profile icon to open the side drawer, and then click Add New.
Enter the contact’s name, phone number, and email.
(Optional) Mark the contact as the primary contact.
Click Add Contact.
Summary
Customer Profiles in SmartMoving streamline customer management by centralizing contacts, notes, activities, and related records into a single, easy-to-navigate page. With the ability to manage multiple contacts, merge profiles, and review all customer interactions from one unified view, Customer Profiles provide clear, organized insight into each customer’s history and activity.