We help manage your clients’ orders and maintenance tasks

Create client cards, create and manage orders, maintain control over the maintenance and support

Keep clients around your business

Contact them when selling opportunities appear

Leads

Build a list of people or companies interested in your company’s products

Offers

Generate PDFs with offers that you can send to clients with the click of a button

Billing

Bill your customers either manually or automatically through our top-of-the-line recurring system. Generate invoices and send them directly to your clients

Calendar

Add events to the calendar to help keep your schedule organized

Follow-ups

Add follow-up tasks, remind both parties about the upcoming event and agenda in a calendar

Files

Keep all the files secured on a client card and let only those allowed access it

A list of potential and existing buyers

With detailed information about the owned products

Daily, Weekly, Monthly, Annualy

Create a scope over upcoming events in your calendar

Improve your client management

start collecting the data your business needs to thrive!