Fast and simple management of clients and invididual contacts, and instant links to related information.

Client management

• Individual client and contact records
• Store multiple addresses for clients and link contacts to them
• Store key documents within client and contact records
• Maintain notes from multiple consultants
• Link your clients to specific consultant owners
• Issue and view invoices and send automatic reminders

Client and contact results

• Quick search box, with links to recent search terms, 'all records' and 'recently viewed records'
• Select multiple client and contact records to simultaneously add notes or send emails
• Create new clients and contacts, merge duplicates and delete records
• Add new contacts with an automatic check to avoid duplication, link to current consultant user, and mark as private
• Record the source of new clients for marketing reports

Client and contact records

• Each client can have multiple contacts with their own details, job links, notes and documents
• Summary shows contact/client name, contact details and dates created, amended and last viewed
• Clients can have multiple addresses, with contacts linked to each one individually
• Automatically show related jobs and bookings with quick links to the relevant records
• Every client and contact record has its own documents
• Add and view notes relating to clients and contacts, including those sent by email and automatic system notes

Client billing

• When a permanent job is placed, you can generate an invoice and amount
• When online timesheets are authorised, an automatic invoice is created for your client
• Your relevant client contact receives an email notification and invoice in PDF format
• You and your clients can view all invoices with payment status
• Send automatic reminders for late invoices
• Personalise your invoice content and change numbering to match your accounts

Customisation is available. Read more.