Managing payments and invoices is one of the most tedious things any business owner has to do, but that is how you stay in business. You will be able to manage that from within your site CMS and track the status of any payments that come in or that are still due! That is complete customer management.
Talk to your clients where they live
One of the most powerful tools is the ability to maintain your client database. The clients can be entered into the system and tagged in any way that works for your business. Once set up, you can slice up how you want to interact with your clients any number of ways, attach notes, tag clients, track payments and invoices and make sure that you are in touch in a timely manner.
Notes attached to each client sounds simple, but in the hectic workday, being able to quickly reference past jobs and preferences of a particular client will allow you to give a personal touch!
You can “tag” a client with custom flags of your own creation that allows you to segment your clients in any way that makes sense for your business. You can then target that specific segment any way you choose
A series of tools woven into the backend to help manage quotes, invoices, keep notes and tasks all related to your clients as well as automated tasks!