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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 1,000 businesses operate more efficiently with us.

Quick and efficient support

Thanks its perfect.  Thanks for your prompt response and help.  Much appreciated.

Gheez, you are really going out your way to help! Thanks.  Yes that is exactly what is needed, I fully understand the law as per below and agree. Thanks so much.

Rudi Franz - Vaxolog (Pty) Ltd t/a Streamline Distributors
valued client Super Sound Man (PTY) Ltd
Super Sound Man (PTY) Ltd
valued client Henry's Home Renovations
Henry's Home Renovations
valued client CBR PAINTS / VERWE
CBR PAINTS / VERWE
valued client Leef in Afrikaans
Leef in Afrikaans
valued client CHOPPER INVESTMENTS (PTY) LTD
CHOPPER INVESTMENTS (PTY) LTD
valued client Cooper Power Cape Town (Pty) Ltd
Cooper Power Cape Town (Pty) Ltd
valued client SAUL ATHOL ACRES RENTAL
SAUL ATHOL ACRES RENTAL
valued client Cooper Logistics (Pty) Ltd
Cooper Logistics (Pty) Ltd
valued client Myfinance-Online
Myfinance-Online
valued client Norton Medical & Consult - Namibia
Norton Medical & Consult - Namibia
valued client Creative Characters
Creative Characters
valued client AFS Electrical
AFS Electrical
valued client WIP Digital Solutions
WIP Digital Solutions
valued client CGHK Enterprises (PTY) LTD
CGHK Enterprises (PTY) LTD
valued client Wiselink Broadband Pty Ltd
Wiselink Broadband Pty Ltd