The client management system built around you
Every client's details, jobs and payments on one record.
Prefer to talk it through? Book a call
DemandLabs
CosmeticComplyEventAnalytics
Sarah LeeLee Cleaning Co
Deep clean, 14 Oak StBooked for Thu, 10:00- $Invoice #1038 paid$480, Wednesday
- MCall with MayaWants fortnightly visits
- Quote Q-218 sentMonday
Every client on one record
Client details tend to end up spread across spreadsheets, inboxes, booking apps and whoever's phone took the call. The hub puts each client's details, history, documents, jobs and payments in one place.
- Contact details and history together
- Contracts and files attached to the client
- Jobs and payments side by side
Talk it through with the people who would build it
A free call with the FirmAdapt team. Bring your questions and the tools you use today.
Sarah LeeLee Cleaning Co- Deep clean, 14 Oak StBooked for Thu, 10:00
- $Invoice #1038 paid$480, Wednesday
- MCall with MayaWants fortnightly visits
- Quote Q-218 sentMonday
Anyone on the team can see where a client stands
Open a client and the last conversation, open jobs and what's owed are right there, whoever took the call.
- Who spoke to the client last, and when
- Open quotes and unpaid invoices at a glance
- Notes stay with the business when staff move on
- For
- Ben Kowalski
- Site
- 22 Hill Rd, Unit 4
- Rate
- $65 per visit
| Fortnightly clean | $65.00 |
| Oven and windows | $90.00 |
| Total | $155.00 |
Type it once and it fills in everywhere
Every detail gets entered once and then fills itself into quotes, invoices, bookings and reminders.
- No retyping between apps
- Quotes go out with the current address
- Duplicate contacts merged when we move your data in
What it looks like in your business
Quotes, site photos and payments on the job
Nobody digs through text threads to find what was agreed or what's still owed.
How we set up your client hub
Show us how you work today
On a call, we look at where client details get entered, copied and lost: spreadsheets, inboxes, booking apps and phones.
We move your data and build the hub
Spreadsheets, contact lists and notes come into one place, with duplicates merged and fields matched to your process.
Invoice #1042 sent9:02
Filled from Sarah Lee's recordReminders sent8:30
6 visits tomorrowNew enquiry8:12
Added to the hub as Ben K.Your team goes live, and we keep it running
We connect quotes, invoices and bookings, then stay on to fix issues and add what you need next.
Questions & answers
How do I get all my client info in one place without paying for an enterprise CRM?
We set up a client hub sized for a small team. Contact details, history, documents, jobs and payments sit on one record, and the setup follows how you already work instead of a vendor's template.
Can you move our clients out of spreadsheets?
Yes. We bring in your spreadsheets, contact lists and notes, merge duplicate contacts and fix details that don't match before your team starts using the hub.
Will it fill in quotes and invoices from our client list?
Yes. Details entered on a client record fill into quotes, invoices, bookings and reminders, so nobody types the same address twice.
Does it connect to our booking app and accounting software?
In most cases, yes. In the working session we look at the tools you already pay for and connect the hub to them where they allow it. If a tool can't connect, you'll know before anything is built.
We tried a CRM before and nobody used it. What's different here?
The hub is built around your current process, with only the fields and steps your team uses. Less to fill in makes it easier for people to keep records up to date.
Who can see client records?
You choose. Access is set up during the build, so you can, for example, let everyone see client history while keeping payment details to the owner or office manager.
See how a client hub would work for your business
Tell us where to send it and we'll record a short video demo for your business.