CleverClients Customer Management System
Free software for small businesses to manage customers and
bookings
CleverClients is software for small businesses that need to manage
clients (aka customers) and the appointments they make for the
services they provide.
The software is suitable for businesses whose clients come to their
premises (such as mechanics workshops, psychology practices,
hairdressing salons and educational providers), and for businesses
whose staff go to client's premises (such as plumbers, cleaners and
pest exterminators). The list of potential business types is long!
- You can record clients and their appointments, and,
optionally, organisations, associates and referrers.
- Diaries can be defined for members of staff.
- SMS and Email reminders can be sent to clients and daily task
lists to staff.
- Letters, invoices, receipts etc can be generated using
templates.
- Reports and plots of your business activities can be
displayed.
The software is configurable to suit your businesses (e.g. for the
services provided and the fees charged). Several example businesses
are provided that you can investigate to see how CleverClients can
meet your needs.
CleverClients is hosted on SourceForge You can
download CleverClients from there, try it out with the
example businesses, and then start using it. There is no charge.
The latest CleverClients release is version 3.1 released August
2019.
Follow these links to find how to manage your
business
Clients and
Appointments
Diaries
Organisations
Referrers
Associates
Filtering
Templates
Reports
Histograms
Plots
Mail and SMS
Reminders
Daily Client list
Configuration
Small Screens
Cloud Services
Windows Download
Problems
Set up
Contact us
FAQ
Manual
History
Updates