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.
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.
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.
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.
With a couple of clicks you can view your top clients in a specified period, by volume & by revenue.
You can add custom fields for your clients.
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.
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.
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Terri WinfieldWish I started ages ago!
I just want to compliment you and your team for an amazing back office software.
I have been struggling with a proper invoicing solution for six months now (to make time each month)
I just wish I started using Invoices Online ages ago.