Client Management Features

Ditch the spreadsheets and keep all client information in the same place.
All client quotes, projects, invoices & documents are securely stored.

No more spreadsheets, let’s get organised

There is no more need to waste time searching though emails or multiple spreadsheets all over the place. With PlanMan best client Management Software for Architects and Town Planners, you keep all of your client’s information in one secure place. Easily see a client’s enquiries, quotes, projects, emails and more.

client management

Easy access to all client information

Everything relating to the client is kept on the same page. Split into tabs, easily switch between Quotes, Projects, Files, Invoices and Emails.

Client communications

You can contact clients directly from their details page. All staff members can see exactly when the client was last contacted, and what was said. Clients can reply from within their own login to easily share information about enquiries and projects.

client email

global search

Search your data easily using the global search

All the important information relating to clients is indexed in the global search. Searching for clients, projects and documents is a piece of cake with our practice management software for architects and town planners.

Frequently Asked Client Management Questions

Here are some frequently asked questions around the client management features.

Q: Can clients access their data?

A: Yes, your account comes with a built-in client portal so when you give your clients a login username and password, they are able to see their quotes, invoices and projects.

Q: How do clients contact us to ask us questions regarding their projects?

A: When they login to the client portal, they will be able to see and reply to your emails, as well as start new email conversations.

Q: What do clients see when they login?

When a client logs in, they will be able to see:

Enquiries
Quotes
Projects
Project documents (that you have set to be “public”)
Invoices
Communications (emails)

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