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Client records

7 apps with this feature

All 646 apps CRM 57 apps Finance 71 apps Purchasing 6 apps Orders 9 apps Operations 160 apps CPQ 11 apps Human Resources 43 apps Services 14 apps IT Service 19 apps Transport 27 apps Maintenance 7 apps Quality 15 apps Production 14 apps Support 4 apps ERP 40 apps Inventory 15 apps Supply Chain 31 apps Projects 33 apps Governance 14 apps Workflows 16 apps Analytics 9 apps Legal 16 apps Retail & Commerce 15 apps
CRMLive

PM + CRM for Consulting

Consulting engagement software for client records, scope proposals, service time, independent review and acceptance evidence.

  • Client organization records
  • Engagement ownership
  • Scope proposal revisions
  • Service entry tracking
  • Approved hours and rates
  • Independent review decisions
Get started
ServicesLive

Architecture Firm Management

Architecture firm management software for design milestone fees, drawing revision evidence, client billing, journal posting and cash reconciliation.

  • Design billing milestones
  • Drawing revision references
  • Accounting documents
  • Line item billing
  • Client records
  • Approval decisions
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ServicesLive

PSA for IT Services

PSA for IT services to manage client engagements, delivered work, milestone billing and payment receipts.

  • Client records
  • Engagement tracking
  • Service entry review
  • Time entries
  • Expense tracking
  • Milestone billing
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OperationsLive

Commissary Kitchen Management

Commissary kitchen software for shared kitchen bookings, capacity, charges, payments and service tasks.

  • Kitchen scheduling
  • Client records
  • Capacity review
  • Rate plans
  • Booking charges
  • Add-on bookings
Get started
CRMLive

CRM for Photography

Photography CRM for inquiries, client contacts, booking opportunities, quotes and confirmed orders.

  • Inquiry qualification
  • Client records
  • Contact management
  • Booking pipeline
  • Activity follow-up
  • Price books
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OperationsLive

Hair Extension / Wig Studio

Studio booking software for extension and wig add-ons, resources, service work, charges and payments.

  • Client records
  • Resource bookings
  • Rate plans
  • Extension and wig add-ons
  • Service task assignments
  • Add-on charges
Get started
OperationsLive

Nail Studio Management

Nail studio software for client appointments, stations, treatment bookings, charges and payments.

  • Client records
  • Appointment scheduling
  • Station availability
  • Service rates
  • Treatment bookings
  • Assigned service tasks
Get started

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