Your Complete Customer Database, Built for Service Businesses
Track every client from first contact to loyal repeat customer. Full status workflow, detailed history, revenue tracking, CSV import/export, and one-click access to jobs and invoices for each client.
The Problem
Most service businesses track customers in spreadsheets, sticky notes, or their head. When information lives in scattered places, things fall through the cracks and customers feel forgotten.
Scattered Customer Information
Phone numbers in your contacts app, job history in a spreadsheet, invoices in email. When customer data is spread across multiple tools, your team wastes time searching and important details get lost.
No Visibility into Client Value
Without centralized tracking, you cannot tell which clients generate the most revenue, who has outstanding invoices, or which leads have gone cold. You make business decisions without the data to back them up.
Leads Slip Through the Cracks
New inquiries come in through calls, emails, and your website, but without a structured follow-up process, potential customers slip away. By the time you remember to follow up, they have already hired someone else.
How It Works
Key Capabilities
Status Workflow
Four clear statuses keep your client list organized: Lead for new contacts, Active for current customers, Inactive for dormant accounts, and Archived for old records. Filter and sort by status anytime.
Client Detail Pages
Every client has a dedicated page showing contact info, address, all work orders, all invoices, outstanding balance, total revenue, and the full activity log. Everything about a customer in one place.
CSV Import and Export
Import your existing client list from a CSV file with automatic column mapping. Export your full client database at any time for backup, reporting, or use in other tools.
Revenue Tracking Per Client
See total revenue, outstanding balance, number of completed jobs, and invoice history for every client. Identify your highest-value customers and spot accounts that need attention.
Quick Actions
Create a work order, generate an invoice, or send a message directly from any client record. Contextual actions with pre-filled client data keep your workflow fast and error-free.
Search, Filter, and Paginate
Search clients by name, email, or phone. Filter by status. Server-side pagination handles thousands of records smoothly without slowing down your browser.
See It in Action
See how the client management dashboard gives you a real-time overview of your entire customer base, activity, and revenue in one view.
Total Clients
Active
New Leads
Sarah Mitchell
3 jobs completed, $2,840 lifetime revenue
James Ortega
Inquiry via website form, follow up needed
Green Valley HOA
12 jobs completed, $18,400 lifetime revenue
Tom Richardson
Last service 8 months ago, no recent activity
Frequently Asked Questions
Yes. Upload a CSV file with your client data, and the import tool maps columns automatically. It handles name, email, phone, address, and notes fields. You can preview the import before confirming to catch any issues.
Every client has one of four statuses: Lead (new contact, not yet a customer), Active (current customer with recent work), Inactive (no recent jobs), and Archived (old record, hidden from default views). Change status with one click from the client list or detail page.
No. All plans include unlimited clients. The user seat limit applies to team members (owners, managers, technicians), not to client records. You can add as many clients as your business needs.
Yes. You can invite any client to the client portal with one click. They get their own login where they can view their scheduled jobs, check invoice status, make payments, and message your team directly.
Pricing
Included on Every Plan
Client management with unlimited client records is included on all plans. Starter supports 3 team users, Professional supports 15, and Business supports 50. Client records are always unlimited.
View all plansRelated Features
Job Management
Create work orders directly from client records. Job history and status are always visible on the client detail page for full context.
Learn moreInvoicing
Generate invoices from client records with one click. Revenue tracking shows total billed and outstanding balance per client.
Learn moreClient Portal
Give clients their own branded portal to view jobs, pay invoices, and communicate with your team. Invite them from the client detail page.
Learn moreReady to try Client Management?
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