Client Manager: Features

(All six management tools)

Manage, organize and track records.


	A database driven web application Works from any computer anywhere (PC or Mac) No additional software to install Safeguards client information (User ID & Password protected) Each page branded with your company logo and tag line

Manage, organize and search active client records.


	Add new clients Modify existing clients Delete clients

Search client and/or prospect records.


	Company or organization name Last Name Scheduled Billing Date Status

Manage, organize and search inactive client records in your Client History Database.


	Move inactive clients to Client History Modify inactive clients in Client History Delete inactive clients from Client History

Manage, organize, create and send customer invoices directly from the Invoice Manager.

	SPECIAL LIMITED TIME OFFER: When you license or purchase the Client Manager, the Invoice Manager is absolutely FREE!
	Create customer invoices Modify customer invoices E-mail, Print and/or Fax customer invoices Delete customer invoices


Manage, organize and track customer payments.

	Add payments Modify payments Search overdue accounts

for the Client Manager demo.

306 Hawthorne St, Ste. #1
Houston, TX. 77006

(713) 526-6874