Client Management
Every client detail in one place - not scattered across your phone.
Stop digging through text messages and phone contacts to find a client's address. CMA gives you a single, organised record for every client - with multiple contacts, email addresses, phone numbers, and site addresses. Full job history, notes, and documents are linked to each client automatically.
Store Mr and Mrs, site managers, or any number of contact points per client. Each with their own email, phone, and salutation.
Clients with multiple properties or work sites? Add as many addresses as you need, each with postcode and GPS coordinates for easy navigation.
Every quote, invoice, appointment, document, and note is linked to the client record. See the complete picture at a glance.
Client Managementで得られるもの
Store Mr and Mrs, site managers, or any number of contact points per client. Each with their own email, phone, and salutation.
Clients with multiple properties or work sites? Add as many addresses as you need, each with postcode and GPS coordinates for easy navigation.
Every quote, invoice, appointment, document, and note is linked to the client record. See the complete picture at a glance.
Add internal notes only you can see, or shared notes that appear in the client's portal. Perfect for access instructions or payment reminders.
Mark clients as active or inactive. Filter your list to focus on current work without losing historical records.
Give clients their own login to view quotes, invoices, documents, and book appointments through a branded self-service portal.
How does CMA help me manage my clients?
Enter their name, company, and salutation. Add contacts, emails, and phone numbers.
Store home addresses, site addresses, or billing addresses - as many as needed.
Create quotes, book appointments, and send invoices - everything links back to the client.
Over time, each client builds a complete record of every interaction and transaction.
CMAの他の機能を見る
Build professional, itemised quotes in minutes - not hours.
Send invoices. Get paid. Stop chasing.
Block your diary. Let clients book. Never double-book again.
Show your best work. Win bigger jobs.
Give your clients a professional, branded self-service experience.
Share files with clients. Keep everything organised.
Keep every client conversation in one tidy thread.
Email all your clients at once. Or just the ones you choose.
Push invoices to Xero automatically. Make your accountant happy.
A clear, shared to-do list per client. Nothing slips through.
Earn £10 every month for every business you refer.
業者向けのヒント、製品更新情報、実用的なアイデア。
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Made by David Wright at Coder Studios