Client record
Everything about a client on one page
Contacts, addresses, quotes and invoices – plus the key numbers like total value and open quotes.
- Several contacts and addresses
- Every document for the client
- Revenue and quotes at a glance
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Client management
Every client with their whole story
Manage promoters, couples and companies in one place – with contacts, addresses and every quote and invoice. When they call again, you’re instantly up to speed.
Business plan · included in the 60-day trial
Try it free for 60 days · no credit card · band members free
Never dig for that old email again
Everything about a client in one place, even years later.
History
Know who changed what and when
Every change to client data is recorded with person and time. You also see which emails your client received.
- Change history per client
- Email history on the client
- Documents with status
Contacts
Clients in your phone too
Connect giganizr with Google Contacts and your clients’ contacts land in your address book. So you know who’s calling.
- Sync with Google Contacts
- Phone, email, WhatsApp and website per contact
- E-invoice format per client
And also
Every way to reach them
Email, phone, mobile, WhatsApp, Telegram and website.
Several addresses
Billing address and event venue stored separately.
Custom fields
For example “bride’s phone” or “favourite song”.
E-invoicing ready
Format and routing ID are ready on the client.
Found in seconds
Search by name, email or company.
Export
Download your client list as a file at any time.
How to build your client list
Along the way, with every quote.
- 1
Create the client
With the first quote or right in the client list.
- 2
Add contacts
Add contacts, addresses and ways to reach them.
- 3
Just keep working
Quotes and invoices land in the client record by themselves.
Goes well with
Where your clients come into play.
Frequently asked questions about client management
Short answers about your clients.
Can I add several contacts per client?
Yes, as many as you like – with salutation, position and every way to reach them.
Can I store WhatsApp numbers?
Yes. Besides email and phone you can add mobile, WhatsApp, Telegram and website.
Can I see who changed client data?
Yes. Every change is recorded with person, time and old and new value.
Are my clients synced with Google Contacts?
If you want, yes. Once connected, your clients’ contacts land in your Google address book.
Which plan includes client management?
The Business plan, together with quotes and invoices. You can try it during the free trial.
Add your first client
Try it for free – client management is included in the trial.
Try it free for 60 days · no credit card · band members free