Track your customers, jobs, or appointments the way your business actually works — not the way some template says it should. Set it up yourself, no consultant required.
Free plan · no credit card · start from a template in minutes
People at the companies you sell to.
One customer sits at the center of a company, a job, your notes, whoever is handling it, and every change anyone has made. Lazo keeps those threads tied together — so nothing slips through.
Your records, your lists, your email templates, and your team — all working off the same information.
Open a customer and you see everything about them, everything they're linked to, the notes your team left, and a log of every change — who did it and when.
No bloat. No per-seat billing. No modules you'll never open.
Decide what you track and what you record about it. Drag fields into the order that makes sense, mark the ones that matter as required, and pre-fill the rest.
Save the views your team works from every day — the right columns, the right order, the right filters. Set one as the default so everyone opens to the same place.
You and your managers run the account. Everyone else sees only what you've given them — the rest of the app simply isn't there for them.
Choose the one closest to your business when you sign up, and everything is ready to use — no blank screen, no setup fee. Change any of it later, or start from scratch if you'd rather.
Already keeping this in a spreadsheet? Upload it and match your columns up — no template needed.
Add your whole team on either plan — pricing follows the account, not the headcount. Start free and upgrade only when you outgrow it.
Hit a limit and your data stays fully accessible — only creating new items pauses until you're back under it or you upgrade. Cancel Pro and the account simply returns to Free.
Free plan · no credit card · import your spreadsheet and start today