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Clients

Complete client management is one of our goals. We understand that most business deal with clients differently - we try & cater to your exact client relationship requirements.

Instantly Find Clients

Type any part of any information from your client and instantly find your client. By default, clients are ordered by amount outstanding. An Actions button is available to quickly perform common actions on the selected client.

Client Tags

Add tag(s) to your clients so that you can easily send SMS & Bulk emails to your clients by tag. Everywhere that you can select multiple clients for an action, you'll be able to select by tag.

Client Tags

Automatic Statements

Manage Automatic Statements to automatically email statements to certain clients on specific days - especially useful for those that frequently "forget" to pay you on time. Automatic Statements can optionally be skipped if the client has nothing outstanding.

Automatic Statements

Top Clients - Reports

With a couple of clicks you can view your top clients in a specified period, by volume & by revenue.

Quick & Easy Reports

Custom Fields.

You can add custom fields for your clients.

Add Custom Fields

Customer Zone

Each client gets access to a customer zone from where they can update their information (requires your approval) & view all their documents from any internet connected device.

Read more about the customer zone here.

Customer Zone

Keep your client updated

Your client can be notified via SMS and/or Email, all optional, every time a job cards status changes. It keeps a healthy relationship with your clients, and they appreciate being kept up to date every single step of the way. Keep them loyal to your business by keeping them up to date, a client appreciates nothing more.

Keep Your Client Updated

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Cornel Erasmus - TELA Loss Adjusters & Assessors
valued client Mountain Lion Properties
Mountain Lion Properties
valued client Paramedics for Hire (Pty) Ltd
Paramedics for Hire (Pty) Ltd
valued client Kolomaka Services (Pty) Ltd
Kolomaka Services (Pty) Ltd
valued client Ané Böhme Trust
Ané Böhme Trust
valued client UMVIKELI PRIVATE SECURITY
UMVIKELI PRIVATE SECURITY
valued client Chiron Medical Solutions
Chiron Medical Solutions
valued client KHOMANIE GROUP FOUR PROJECTS (PTY) LTD
KHOMANIE GROUP FOUR PROJECTS (PTY) LTD
valued client dr.dermal
dr.dermal
valued client SSS Fire Services (Pty) Ltd
SSS Fire Services (Pty) Ltd
valued client High Point Marketing CC t/a Leads For Africa
High Point Marketing CC t/a Leads For Africa
valued client Atalie Scented Candles Pty Ltd
Atalie Scented Candles Pty Ltd
valued client DRILL MASTERS
DRILL MASTERS
valued client Printo
Printo
valued client Spartan Artistic Management (PTY) LTD
Spartan Artistic Management (PTY) LTD
valued client Maniya Group(Pty)Ltd
Maniya Group(Pty)Ltd