Manage Customers

Send SMS

Communicate with your customers by sending text messages.

Import CSV

Add customer’s notes and information in the software in bulk through importing them from a csv file.

Export CSV

Export your customer’s data in csv format and download them from the software.

View Status

Track the status of your client’s documents in one view.

Message

Communicate with your customers directly in the software.

Customer Status

Update and track your customer’s current status.

Flag

Distinguish customers that needs your attention.

Assign To

Assign an employee or a group of them to a customer.

Employees Assigned

Track your assigned employees and get updates.

Send Email From Here

Easily send a pre-made emails or contracts to a specific customer.

Send Email Tracking

Track the emails you send to your customers.

Bill is Past Due

Check customer’s bill in one click.

Check Payment Information

Allows you to easily view your customer’s check payment information.

Invoice

Check your customer’s invoice including the status and due date.

Billing Reminder

Send billing reminder to the respective customer.

Activity

Save notes and credentials, view logs and track your customer’s activities.

Reminder

Set a reminder for yourself on a specific task for a customer.

Edit Customer

Edit and update your customer’s profile or information.

Delete Customer

Delete and remove any of the customer's from your customer list.

Dispute Reason Tracker

Manage and track all the dispute reasons you created inside the software.

Documents

Add, save and manage the documents from your customers.