Store full client records — contact details, business name, address and VAT number
Automatic total-spend tracking per contact, pulled from your invoices
Import contacts in bulk from a CSV file
Sync contacts with Mailchimp — subscribed, unsubscribed, pending or cleaned
Tag and search contacts, sort by spend or by name
Start a new invoice pre-filled with a contact's details in one click
Top clients by spend
Thabo M.
Nike SA
R42,100
Sarah K.
Woolworths
R18,600
Rian P.
Takealot
R9,300
What it does
Every client relationship,
in one place.
Every client, one full record.
Contact details, business name, VAT number, address, and total spend pulled straight from your invoices — no more digging through old email threads.
Store business name, VAT number and full address per client
Total spend updates automatically as invoices get paid
Search and sort your whole client list by spend or name
TM
Thabo Mokoena · Nike SA
thabo@nike-sa.co.za · 082 000 0000
VAT number4123456789
AddressSandton, Johannesburg
Total spendR42,100
Synced with Mailchimp automatically.
Connect your Mailchimp account once and every contact status — subscribed, pending, unsubscribed or cleaned — stays in sync without any manual work.
Live subscription status for every contact, right in your CRM
No copy-pasting between spreadsheets and email tools
Tag contacts and build segments straight from real client data
Mailchimp sync
Synced
Thabo MokoenaSubscribed
Sarah KhumaloPending
Rian PetersenUnsubscribed
Bulk import, invoice in one click.
Already have a client list somewhere else? Import it in one go from a CSV — then start a new invoice pre-filled with any contact's details instantly.
CSV import maps your columns automatically
No manual re-typing of client details ever again
One click from a contact straight to a new invoice
Import contacts
clients-export.csv
48 contacts detected — mapping columns automatically
Sarah Khumalo
Ready to invoice
New invoice →
