Clients, from first contact to every dollar of revenue.
Client details that stay easy to find and act on.
Fast lookup for the details you actually need.
The longer the relationship, the more the record matters.
Find the right client in seconds
Search the directory, review last-updated context, and switch to recycle bin mode when you need to undo a deletion.
Fast lookup with pagination so the list stays manageable as you grow.
Soft delete by default, then restore when needed.
Capture where work happens
Save an address, add a map pin, and adjust it on the map. Use current location to speed up entry during visits.
Search for an address, then refine it by selecting on the map.
When you're on-site, use your device location instead of typing.
Tie income to the right client
Select a client when recording a transaction. Create a new client on the spot, then review revenue summaries by date range.
Choose a client in the transaction drawer, or create one without leaving the workflow.
Track totals and top clients over any selected time window.
Questions, answered
Can I create a client while entering a transaction?
What contact fields do you support?
Do you support map-based locations?
Can I restore deleted clients?
Who can hard-delete clients?
What does the revenue summary include?
Which plan includes CRM, clients and vendors?
Explore more of Figena.
Connect this capability with the tools your business needs next.