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CRM

Client Relations Manager

Record, track, search, and organize all your contacts – clients, suppliers, partners – in one place.

Simplify managing contacts

A single place for all your customers, related contacts, jobs and deals.

  • Sync with QuickBooks
  • Use tags to track custom properties
  • Create custom fields to store more details

Unlimited jobs per customer

Customer jobs allow you to constrain each customer project into an isolates set of records for concise tracking of financials, time and history, within the combined customer records.

Create custom alerts per client

  • attach assignments, documents, and files
  • get alert updates automatically
  • receive alerts when creating work orders
SCHEDULE A DEMO

CRM

Client Relations Manager

Record, track, search, and organize all your contacts – clients, suppliers, partners – in one place.

Simplify managing contacts

A single place for all your customers, related contacts, jobs and deals.

  • Sync with QuickBooks
  • Use tags to track custom properties
  • Create custom fields to store more details

Unlimited jobs per customer

Customer jobs allow you to constrain each customer project into an isolates set of records for concise tracking of financials, time and history, within the combined customer records.

Create custom alerts per client

  • attach assignments, documents, and files
  • get alert updates automatically
  • receive alerts when creating work orders
SCHEDULE A DEMO