Clients, organized from contact to revenue
Keep client details, locations, and notes in one place. Link transactions to the right client and review income summaries over any date range.
A client directory that stays usable
Fast lookup for the details you actually need.
Designed for day-to-day client ops
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
Ready to keep your client list clean?
Set up your directory once, then link every transaction to the right client.