Features - Manage Customers

Information Management

Online system to keep customer information organized, secure, and easily accessible

Collect customer information once
and you're done

  • You'll never have to ask for payment information twice
  • Software securely stores payment info for convenient repeat business
  • Customers will love how quickly you can pull up their history, answer questions, and complete a transaction

Collect customer information and transaction history
Easily search client records

Easily search client records to view their payment history and other customer information

  • Start typing and see matching customers appear
  • Payment, invoice, and activity history is all in one place
  • Streamline billing and organize your business

Customize the software to your business

  • Add custom fields to be available in each customer record
  • You can edit and report on custom fields
  • All fields are available for invoicing and online payment forms

Create customer client fields catered to your business

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