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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 One2b
One2b
valued client MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
valued client Murel Bulk Solutions (Pty)Ltd
Murel Bulk Solutions (Pty)Ltd
valued client Klerksdorp Sevens Festival
Klerksdorp Sevens Festival
valued client All Trucking Solutions
All Trucking Solutions
valued client J.M. HUMAN RESOURCES
J.M. HUMAN RESOURCES
valued client Firstweb Hosting & Design
Firstweb Hosting & Design
valued client Hannes Services (Pty) Ltd
Hannes Services (Pty) Ltd
valued client Tribe-Rx Fitness solutions
Tribe-Rx Fitness solutions
valued client Eco Card (Pty) LTD
Eco Card (Pty) LTD
valued client Kashmir Koko
Kashmir Koko
valued client xPlosiveminds
xPlosiveminds
valued client Globalex66 CC T/A SecurityHyper
Globalex66 CC T/A SecurityHyper
valued client BD Maintenance
BD Maintenance
valued client Testpro Laboratory (Pty) Ltd
Testpro Laboratory (Pty) Ltd