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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 Website Café
Website Café
valued client Mountain Lion Properties
Mountain Lion Properties
valued client Cooper Logistics (Pty) Ltd
Cooper Logistics (Pty) Ltd
valued client Hydroworld T/A Milliqua
Hydroworld T/A Milliqua
valued client #DiGi3
#DiGi3
valued client QuickPay Payroll Solutions (PTY) Ltd.
QuickPay Payroll Solutions (PTY) Ltd.
valued client RECONNECT DAY SPA
RECONNECT DAY SPA
valued client Positive Cycle
Positive Cycle
valued client Cor Meibion Cymru De Affrig (Welsh Male Voice Choir of South Africa)
Cor Meibion Cymru De Affrig (Welsh Male Voice Choir of South Africa)
valued client Nogana Events and Decor
Nogana Events and Decor
valued client CLEVER STUDENTS
CLEVER STUDENTS
valued client MSPCloud (Pty) Ltd
MSPCloud (Pty) Ltd
valued client Digifax (Pty) Ltd T/A SecurtyHyper
Digifax (Pty) Ltd T/A SecurtyHyper
valued client Mark van Rensburg t/a Paramedics for Hire
Mark van Rensburg t/a Paramedics for Hire
valued client Little Nutty Professors
Little Nutty Professors