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HomeFeaturesCustomer Management (CRM)

Delivery & Client Experience

Know your clients. Keep them coming back.

A built-in CRM that tracks every client, their order history, and their active projects, so you can deliver personal service at scale.

Delivery & Client Experience

  • Media Delivery & Client Approval
  • Customer Management (CRM)
Media Delivery & Client ApprovalTeam Management & Pay Splits

Every agent who books through Vremly becomes a customer record in your CRM. See their full history: how many orders they've placed, which are active, and what they've been invoiced, what they've paid, and what is still outstanding. Invite clients to create their own Vremly account so they can track orders, approve deliveries, and message your team directly. It's a better experience for them and less back-and-forth for you.

Key highlights

  • Centralized customer list with search, sort, and pagination
  • Per-customer order history and active project tracking
  • Invite clients to self-serve: track orders, approve media, message your team
  • Bulk operations for managing large client rosters
  • Customer metrics at a glance: total clients, active projects
  • See the customer directory

    Search narrows the roster by name, email, or phone, and every agent who books lands here automatically.

    Customers

    Import/ExportAdd Customer
    Active Customers
    5
    Total Jobs
    37
    Avg Jobs per Customer
    7.4
    Search by name, email, or phone...
    Name (A-Z)
    Showing 5 of 5 customers
    CustomerEmailJobsLast JobLast seen
    DO
    Daniel Okafor
    Last job: 8/19/2026
    daniel@bowvalleyrealty.ca
    12
    8/19/2026
    about 4 hours ago
    GW
    Grace WhitlockModerate
    Last job: 7/22/2026
    grace@elbowparkhomes.ca
    3
    7/22/2026
    —
    HS
    Hana Suzuki
    Last job: 8/6/2026
    hana@aspenwoodsproperties.ca
    7
    8/6/2026
    6 days ago
    PR
    Priya Raval
    Last job: 8/12/2026
    priya@bowvalleyrealty.ca
    9
    8/12/2026
    2 days ago
    RB
    Renée Beaulieu
    Last job: 7/30/2026
    renee@varsityestates.ca
    6
    7/30/2026
    21 days ago

    Ready to see customer management (crm) in action?

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