Keep contacts, addresses, notes, photos, documents and full order history on one client card. Invite customers into their own portal where they can follow their orders and see only the fields you choose to show.
One card, the whole relationship
Contacts, addresses, statuses, custom properties, documents, a photo gallery and complete order history in one place.
- Search and filter by name, phone, address or status
- Statuses like VIP, high-risk, blacklisted or suspended
- Custom properties and contact persons
A self-service portal for your customers
Invite a client by email or SMS; they set a password and see a summary, their orders and documents. You decide which fields show.
- Choose which order fields clients can see and edit
- Per-client and global visibility settings
- 7-day secure invite links
The full picture on every customer
Unified client cards
Orders, documents, gallery and contacts on one record.
Full order history
Every job a customer ever booked, in one timeline.
Client statuses
VIP, high-risk, blacklisted, suspended and more.
Client portal
A self-service login with the fields you choose.
Email or SMS invites
Secure, time-limited links to onboard customers.
Field-level control
Decide exactly what clients see and edit.
Clients
- 1
Build the base
Add clients manually, from orders, or straight from the website widget.
- 2
Configure the portal
Choose which order fields are visible and editable for customers.
- 3
Invite & inform
Send an invite by email or SMS and let customers follow their own orders.