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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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More than 1,000 businesses operate more efficiently with us.

Enjoying Invoices Online

I have enjoyed using your system so much at *(business name removed), that I have decided to load my personal business onto it as well.

I have upgraded to the Gold account in order to support you guys!

Shaun Gartshore
valued client J.M. HUMAN RESOURCES
J.M. HUMAN RESOURCES
valued client DRILL MASTERS
DRILL MASTERS
valued client Drakon Forge Pty Ltd
Drakon Forge Pty Ltd
valued client Dr Sunshine  PR NO 0567787
Dr Sunshine PR NO 0567787
valued client A-Z Decor Pty LTD
A-Z Decor Pty LTD
valued client Evolution-Fit (Pty) Ltd
Evolution-Fit (Pty) Ltd
valued client L&K Boutique T/A Loka Benoni
L&K Boutique T/A Loka Benoni
valued client Vukaedu (Pty) Ltd
Vukaedu (Pty) Ltd
valued client AquariumSmiths
AquariumSmiths
valued client Adventure Peaks
Adventure Peaks
valued client Sector 36 Technologies
Sector 36 Technologies
valued client #DiGi3
#DiGi3
valued client Reliable Store
Reliable Store
valued client LRB Computers
LRB Computers
valued client AR Tech
AR Tech