Customer Management

Deliver a professional customer experience from lead to job completion. Manage and gather detailed client information, including all job details and communication history - from the office or the field.

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Create Detailed Client Profiles You Can Access Quickly


A lead management tool to smoothly guide prospects through the sales funnel. Seamlessly handle information updates and maintain a comprehensive job and communication history record as leads convert into valuable customers. Deliver exceptional communication to impress clients and ensure seamless workflow continuity, even when you’re unavailable. Stay organized, impress clients, and get paid for your work.


An active sales team generates a flood of data: reps are on the road, talking to customers, meeting prospects, and gathering valuable information. Unfortunately, this information often gets stored in handwritten notes, laptops, or just inside salespeople’s heads.

As a result, important details can get lost, meetings might not be promptly followed up on, and prioritizing customers becomes guesswork rather than data-driven decisions.


Implementing a comprehensive solution like Albi can streamline your operations, improve productivity, and make data-driven decisions. Don’t let inefficiencies be a roadblock to your sales and customer interactions —take control and unlock the true potential of your business.


Customers reach out through various platforms (phone, email, social media, etc.). Without a unified customer management platform, messages can easily be missed or lost in the information overload, leading to slow or unsatisfactory responses. Having a centralized customer management platform helps to ensure your customers are heard and that their issues are quickly and effectively resolved, creating a positive experience for them. This, in turn, drives loyalty, retention, and advocacy — all essential parts of growing a successful business.


Automating customer management with a software system is a game-changer for busy restoration businesses. By enhancing efficiency, enabling seamless communication and collaboration, improving the customer experience, and providing valuable data insights, businesses can overcome challenges, drive growth, and stay ahead of the competition. Don’t let manual processes hold you back – embrace automation and elevate your restoration business to new heights with Albi’s software.

Helping You Every Step of the Way

Because You Shouldn’t Have to Figure it Out on Your Own
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Same-Day Customer Support: Our Customer Support team provides same-day assistance, with a 7-minute response time and an average resolution time of 24 hours.

Services: With personalized onboarding service plans, we will have you up and running in 30 days, and it doesn’t end there! We have ongoing technical support that will help you maximize your results.

Education: From blog articles to video tutorials, our Help and Support Center is available to provide the answers you need.


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