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.

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.