Client Relations Manager module at a glance
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.
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Sync with QuickBooks
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Create custom fields to store more details
Access all your customers sales records, service history and work history.
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
Keep important documents, files and images
Get alert updates automatically
Se alerts when selecting the customer anywhere in iPoint
Alerts when creating work orders
Provide special work order related instructions for technicians.