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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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Some of our Valued Customers

valued client Adventure Peaks
Adventure Peaks
valued client TechnoDezi PTY(LTD)
TechnoDezi PTY(LTD)
valued client GardenRoute Communication
GardenRoute Communication
valued client Sarabi
Sarabi
valued client Cape Adventure Zone
Cape Adventure Zone
valued client Khiya Technology Solutions
Khiya Technology Solutions
valued client Beyond Laser CNC Cutting Technology South Africa CC
Beyond Laser CNC Cutting Technology South Africa CC
valued client Wiselink Broadband Vryheid
Wiselink Broadband Vryheid
valued client CrossRoads Pregnancy Help Centre
CrossRoads Pregnancy Help Centre
valued client Conquers Brands
Conquers Brands
valued client Alliance Energy
Alliance Energy
valued client Positive Cycle
Positive Cycle
valued client Goju Ryu Karate Centre
Goju Ryu Karate Centre
valued client Market Dealer Holdings (PTY) Ltd
Market Dealer Holdings (PTY) Ltd
valued client JPE Holdings Pty Ltd T/A JP Electrical
JPE Holdings Pty Ltd T/A JP Electrical