Know Every Client and Every Site.
Keep client details, multiple site locations, contacts, documents and notes together, and see everything linked to them.
What You Get
Client records
Store name, primary contact, email, phone and website, plus custom fields of your own.
Multiple sites per client
Each site has its own address, GPS coordinates and site contact details, with a main site marked.
Assets, notes and documents
See the assets assigned to a client, and keep notes and documents against the client record.
Billing and finance details
Record details such as VAT number and billing information against the client.
Client dashboard access
Add client contacts and give them access to their own dashboard.
Searchable
Search by client name, email, primary contact, phone or website as you type.
How It Works
Add a client with its main contact and main site.
Add further sites, each with its own address and contacts.
Assign assets and raise work orders against the right client and site.
Invite client contacts to the dashboard so they can follow their work.
Common Questions
Works Hand in Hand With
Try Client & Site Management With Your Own Team.
Start a free trial, or tell us what you need and we'll show you around.