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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.

Baie dankie dit gaan baie help.

Baie dankie dit gaan baie help.

Waardeer julle moeite.

Tinus Bam - PPA SOLUTIONS
valued client CBT International T/A Printer Rental
CBT International T/A Printer Rental
valued client GGK Hersteldienste / Boorgatdienste
GGK Hersteldienste / Boorgatdienste
valued client Pump Doc
Pump Doc
valued client OPCT(PTY)LTD
OPCT(PTY)LTD
valued client Viclin Maintenance Pty Ltd
Viclin Maintenance Pty Ltd
valued client Prospectus
Prospectus
valued client Guard Alert Electronics
Guard Alert Electronics
valued client Arke IO Pty Ltd
Arke IO Pty Ltd
valued client Number Plates and Signs
Number Plates and Signs
valued client B&K Pumps
B&K Pumps
valued client Pretoria Forklifts C.C.
Pretoria Forklifts C.C.
valued client Bamboo Rock 1458 t/a FDAuto
Bamboo Rock 1458 t/a FDAuto
valued client Genque Generator Services & Repairs (PTY) LTD
Genque Generator Services & Repairs (PTY) LTD
valued client Sunumi Pty Ltd
Sunumi Pty Ltd
valued client TTCSA spares
TTCSA spares