Customer management inside your website: quotes, invoices

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A customer management tool built into your website, like an app: customer file, quotes and invoices, payments, diary, contracts and reminders, exportable accounts. For service businesses. Quoted.

About this service

A tradesperson, a cleaning company, an interior decorator, a private investigator, a beatmaker: they all have the same tasks eating their evenings — finding a customer's details, redoing a quote, issuing the invoice, chasing the one that has not been paid, preparing the contract. The management tool lives inside your website, opens with your password like an app, and keeps all of it in one place: the customer, their quotes, their invoices, their payments, their appointments and their contracts.

What's included

The customer file

Every customer with their details, their history of quotes, invoices and appointments, your notes. One search, and everything is there.

Quotes, invoices, credit notes

Continuous numbering reserved in the database; an issued invoice is never edited — it is cancelled by a credit note, as the rules require. VAT follows your country.

Contracts with blank fields, frozen at signature

Your contract templates with the fields to fill in; once signed, the contract is frozen and kept. Licences, terms, scope: written once, reused always.

Diary, reminders, accounting export

Appointments, payment reminders, scheduled follow-ups, and a clean export for the accountant. What used to take four tools fits in one, inside your website.

Pricing

Customer management: quoted, common base and country settings · EUR = CHF = £, one to one.

Frequently asked questions

How much does customer management cost?

Quoted, according to the modules you need: the base is the same for everyone, only the settings change — country, currency, VAT, mentions. The quote is firm, no surprises.

Is it software to install?

No. It is a page of your website, password-protected, that you add to your phone's home screen. It works like an app, on phone, tablet and computer.

Is my data with you?

It sits in your website's database, in the European cloud you pay for, and it exports whenever you want. We only access it for the maintenance you entrust to us.

Does it work for my trade?

The base was built for a Swiss beatmaker — licence contracts, invoices, customers — and it serves as is for a service company, a decorator, a tradesperson. Only the words and the settings change.

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