Client Management

Keep all your clients organised in one place. Track their projects, view history, and maintain professional relationships that lead to repeat business.

Organised Client Database

Store all your client information in one place. Contact details, addresses, and notes are always at your fingertips when you need them.

  • Contact details and addresses
  • Quick search and filter
  • Notes and preferences
  • Company and individual clients
Client list dashboard in SiteMagic

Complete Project History

See every project, quote, and invoice for each client at a glance. Perfect for understanding client value and preparing for follow-up conversations.

  • All projects in one view
  • Quote and invoice history
  • Total spend calculated
  • Outstanding payments
Client project history in SiteMagic

Quick Actions

Start new projects, create quotes, or send invoices directly from a client's profile. Everything is linked automatically.

  • New quote from client
  • Create new project
  • Schedule site survey
  • Send invoice
Quick actions from client profile in SiteMagic

Professional Relationships

Build lasting relationships with your clients by having all the information you need at your fingertips. Remember preferences and deliver better service.

  • Client preferences and notes
  • Communication history
  • Identify your best clients
  • Drive repeat business
Client profile management in SiteMagic

Ready to organise your clients?

Start managing your client relationships professionally and build a better business.

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