Contact Profiles – The Beating Heart of Your Business

Looking for a smarter way to track your customers, jobs, quotes, and follow-ups? BananaWorks’ CRM contact profile tools are designed for tradies and service businesses who want to stay organised, automate their follow-ups, and never lose another lead again.

Learn more

What Are BananaWorks Contact Profiles?

Think of them as your business memory bank. Every phone call, text, job site, booking, and follow-up is stored in one tidy place. These aren’t just contacts, they’re live profiles that update automatically and connect across your entire CRM system.

What’s Included in Contact Profiles?

  • Full contact history: See all messages, calls, emails, and DMs in one thread.
  • Pipeline stage tracking: Know if they’re a lead, quote, job-in-progress, or repeat customer.
  • Custom tags & notes: Add important info like “VIP client” or “needs urgent follow-up.”
  • Workflow automations: Automatically trigger texts, reminders, or surveys based on activity.
  • Appointments & tasks: See what’s scheduled and what needs doing, all from the contact page.
  • Invoices & payments: Connect with your invoicing tools to see payment history at a glance.
  • Custom fields: Track what you care about, job site address, gate codes, pet names, whatever.

How It Works

Every new enquiry, from a phone call, SMS, Facebook message, or website form, automatically creates or updates a contact profile. No more double-handling. Just log in, open the contact, and everything’s there.

Why It Matters

  • Instant access to client info: No more digging through inboxes.
  • Faster responses: Get back to leads while they’re still hot.
  • Smarter conversations: Know who they are before you call.
  • More closed deals: Because you never drop the ball.
  • Time saved: Less admin. More doing what you do best.

Who Should Use This?

BananaWorks CRM contact profiles are perfect for:

  • Tradies who are sick of messy notes and lost phone numbers
  • Service businesses that want to scale without chaos
  • Teams that need a shared view of every client
  • Anyone who’s missed a follow-up and lost a job (we’ve all been there)

Real Talk

If you’re trying to grow, you can’t rely on memory and messy spreadsheets. With BananaWorks, your contact profiles do the heavy lifting, helping you track, follow up, and close jobs without breaking a sweat.

Frequently Asked Questions

What are CRM contact profiles?

They’re digital profiles that store all client activity, messages, jobs, payments, and bookings, so you always know where things stand.

Is this just for big businesses?

Nope. This was built for tradies, coaches, and service pros who need simple, powerful systems to keep things moving.

Do I need to set it up myself?

Not at all. We’ll customise your setup and walk you through everything, or just do it for you if you’re flat out.