But different businesses need to know different things about their clients.
Beyond the obvious things (like name, address and phone number) we provide a flexible client database structure that lets you record as much or as little about your clients as you need.
Manage your client base and control the information you wish to store. Report and review on your preferred terms.
At your finger tips
Having recorded information about your clients it’s important to make it easy to see and review.
You can see client details, appointments and notes.
View and create tasks related to the client and check their billing and payment history.
All on one page and at the click of a mouse or tap of a finger.
And help your consultants manage their day
They can see their scheduled appointments, access client details, enter consultation notes.
View and create tasks for the consultant and client
Raise and print an invoice for the consultation.