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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 600 businesses operate more efficiently with us.

Ons admin tyd is met 70% verminder!

Ek wil net weer dankie se vir jou stelsel. Ons kry amper elke dag komplimente oor die manier waarop ons werk en jou stelsel. Die kliente waardeer die terugvoer en die deursigtigheid wat die stelsel bied. Ons admin tyd is met 70% verminder nadat ons oorgeskakel het.

Reghardt Carstens - Sparkle Pools
valued client TMC Auto Electrical (PTY) Ltd
TMC Auto Electrical (PTY) Ltd
valued client AMPCO Projects PTY Ltd.
AMPCO Projects PTY Ltd.
valued client PC911 cc
PC911 cc
valued client Effective Airconditioning & Maintenance
Effective Airconditioning & Maintenance
valued client Netputer Systems T/A NPS Computers
Netputer Systems T/A NPS Computers
valued client Guard Alert Electronics
Guard Alert Electronics
valued client RYOBI BFN AGENTS
RYOBI BFN AGENTS
valued client Perfect Stitch
Perfect Stitch
valued client B&K Pumps
B&K Pumps
valued client Ubuntu 7 Projects
Ubuntu 7 Projects
valued client Grit Secure (Pty) Ltd
Grit Secure (Pty) Ltd
valued client Jac Philips music
Jac Philips music
valued client CBT International T/A Printer Rental
CBT International T/A Printer Rental
valued client LAMBTON TACTICAL RESPONSE (PTY) LTD
LAMBTON TACTICAL RESPONSE (PTY) LTD
valued client MIDPRO AUTOMOTIVE ENGINEERING
MIDPRO AUTOMOTIVE ENGINEERING