Customer Management That Delights
All customer data, projects, and communication in one place. Encrypted, secure, and always at hand.
All customer data, projects, and communication in one place. Encrypted, secure, and always at hand.
Customer Management That Delights
All customer data, projects, and communication in one place. Encrypted, secure, and always at hand.
CRM
Integrated
360°
Degree View
SSL
Encrypted
CSV
CSV Import
How Customer Management Works
From first contact to long-term customer relationship
Create Customer
Create customer profiles with all important data. Import existing contacts via CSV.
-
Company and contact details
-
Add billing address
-
CSV import available
Create customer profiles with all important data. Import existing contacts via CSV.
Create Customer
Create customer profiles with all important data. Import existing contacts via CSV.
Maintain Data
Keep all customer data up to date. Notes, tags, and documents in one place.
-
Notes and comments
-
Tags for categorization
-
Attach documents
Keep all customer data up to date. Notes, tags, and documents in one place.
Maintain Data
Keep all customer data up to date. Notes, tags, and documents in one place.
Keep Overview
See projects, invoices, and revenue per customer at a glance. Everything connected.
-
View project history
-
Revenue statistics
-
Invoice overview
See projects, invoices, and revenue per customer at a glance. Everything connected.
Keep Overview
See projects, invoices, and revenue per customer at a glance. Everything connected.
Everything for Your Customers
Professional features for efficient customer management
Customer Profiles
Complete profiles with company and contact data. Everything important at a glance.
Project History
See all past and current projects of a customer. Complete documentation.
Notes & Comments
Record important information. Notes are immediately visible and searchable.
Tags & Categories
Organize customers with tags. Filter and find the right contacts quickly.
Data Import
Import existing customer data via CSV. Quick migration from other tools.
Data Export
Export customer data anytime as CSV. Your data belongs to you.
Why Customer Management Improves Your Workflow
Every detail about your clients in one place -- so nothing falls through the cracks.
Complete Client Overview
Projects, invoices, revenue, and notes per customer at a glance. No more searching through emails and spreadsheets.
Stronger Relationships
With the full history at your fingertips, every client interaction feels personal and informed.
Migrate in Minutes
Import your existing customer data via CSV. Switch from your old tool without losing a single contact.
A Closer Look at Customer Management
The features that keep your client data organized and actionable.
Rich Customer Profiles
Each customer profile shows company details, contacts, notes, tags, and a full history of projects and invoices.
-
Company and contact data in one place
-
Tags and categories for quick filtering
-
Notes and documents attached per client
Each customer profile shows company details, contacts, notes, tags, and a full history of projects and invoices.
Rich Customer Profiles
Each customer profile shows company details, contacts, notes, tags, and a full history of projects and invoices.
Revenue and Project Insights
See lifetime revenue, active projects, and open invoices per customer. Understand the value of every client relationship.
-
Revenue statistics per customer
-
Project history with full timeline
-
Invoice overview with payment status
See lifetime revenue, active projects, and open invoices per customer. Understand the value of every client relationship.
Revenue and Project Insights
See lifetime revenue, active projects, and open invoices per customer. Understand the value of every client relationship.
Perfect for Your Customer Management
Contacts, projects, and revenue – all client data in one place
Agencies
Manage multiple client accounts with projects, invoices, and communication. The complete client context at a glance.
Freelancers
Keep track of all your clients and their projects. From first contact to billing, everything in one place.
Service Companies
Organize maintenance contracts, support requests, and client communication centrally. No customer falls through the cracks.
Ready for Better Customer Relationships?
Start free and bring order to your customer data.