12 Sep
Best Free Invoicing That Will Transform Your Small Business
Invoicing is the backbone of any small business. It’s how you get paid for your goods and services. The Best […]
Client Management Software
Collaborative Client Management Made Easy
Feeling overwhelmed by scattered client information and endless email threads? Oxomatic’s client management software centralizes everything – proposals, invoices, emails, and much more – in one intuitive platform. Simplify your workflow, save time, and collaborate effortlessly with your team to deliver exceptional client experiences.
Work Smarter, Collaborate Better
Streamline Workflows with Client Portals
Bridge the gap between you and your clients with our client management software’s secure client portal. Automated onboarding ensures a seamless start for your new clients, while real-time project visibility keeps them informed and engaged throughout the project lifecycle. The portal also allows clients to easily submit tickets for any questions or concerns. Experience the difference a dedicated client portal can make.
- Real-Time Project Visibility
- Automated Onboarding
- Improved Client Feedback
- Enhanced communication & transparency
- Increased Client Satisfaction
Power Up Your Workflows with Automation
Outsmart Repetitive Tasks with Workflow Automation
Struggling with chasing invoices, manually onboarding new clients, and constantly battling deadlines? It can be a real struggle for businesses of all sizes. Oxomatic’s client management software powerful workflow automation features allows you to streamline routine processes, saving you and your team valuable time. Effortlessly streamline your operations with these powerful automation features:
- Invoice Generation
- Client Onboarding
- Task Management & Reminders
- Estimates & Proposals
- Recurring Billing
- Automated Reporting
How it Works
Easy Invoicing
Creating invoices is a simple process with our easy invoice management system. You can quickly generate professional, customizable invoices for your clients using our interface.
Client Review & Approval
Our system allows clients to conveniently review and approve invoices electronically, streamlining the entire process. Automated reminders keep them on track, ensuring timely approvals and faster payments.
Get Paid Instantly
Depending on your custom payment method, some integrations allow for instant deposits directly into your account upon client approval. This means you can get paid faster than ever before!
Take the Complexity Out of Client Management
360 Customer Service Suite
Oxomatic’s easy-to-use omnichannel customer service software to take your client management to the next level. Our comprehensive suite equips you with everything you need to streamline operations, foster seamless collaboration, and deliver exceptional client experiences.
360° Client View
No more switching between platforms or digging through emails! Gain a holistic 360-degree view of each client with Oxomatic’s customer service software. This centralized data hub consolidates all your client interactions, project history, communication records, and support tickets into a single, easily accessible location.
Real-Time Project Visibility
Oxomatic's real-time project visibility keeps your team on the same page. Track project progress in real-time, monitor task completion status, and identify potential roadblocks before they arise. This level of transparency ensures everyone is accountable and allows for proactive adjustments to keep projects on track.
Projects
Manage & track projects seamlessly
Invoices
Create & send professional invoices
Reminders
Never miss a deadline or follow-up
Files
Store & share project files securely
Tickets
Streamline client support & inquiries
Estimates
Generate accurate estimates & win approvals
Notes
Write personal notes to keep track of key details
Time Sheets
Track the time spent & optimize projects
Over 150,000+ client all over the world
Quick Software Overview
Outlived no dwelling denoting in peculiar as he believed. Behaviour excellent middleton be as it curiosity departure ourselves very extreme future.
01
Dashboard
02
Leads
What People Say
Discover firsthand testimonials from our satisfied users, reflecting genuine experiences and exceptional service quality standards.
Oxomatic’s invoice management software is incredibly user-friendly, which is a huge plus for a small business owner like me. I can easily manage invoicing and stay on top of my finances without needing any accounting experience.
As a project manager in construction, keeping track of invoices and payments can be a hassle. Oxomatic's invoice management services are a lifesaver. It allows us to easily create invoices with detailed project breakdowns, which keeps our clients informed and helps with project approvals.
Running a small bakery like mine requires wearing many hats. Finding an easy-to-use invoicing solution was a priority. Oxomatic’s invoice management software for small business fit the bill perfectly. It's user-friendly and streamlines our invoicing process!
FAQs
Get answers to common questions about our services. Our FAQs cover product features, support, troubleshooting, and more to help you make the most of our offerings.
What is client management software?
Client management software (CMS), also known as customer management system or customer relationship management software, is a digital tool that helps businesses organize and streamline their client interactions. It acts as a central hub for storing client information, managing projects, tracking communication, and overseeing the entire client lifecycle. By utilizing a client management system, businesses can improve communication, boost efficiency, and ultimately deliver exceptional client service.
How do I choose a client management system?
Choosing the right client management software for your small business depends on your specific needs and budget. Consider factors like:
- Number of clients you manage
- Features required (e.g., project management, invoicing, reporting)
- Integration with other tools you use
What is the best client management tool for small businesses?
The best client management software for small businesses is subjective and depends on individual needs. However, several user-friendly and affordable options are available, catering specifically to small businesses, with many online client management software solutions offering free trials. Research popular solutions for best free client management software or client management software for nonprofits. Consider factors like ease of use, scalability, and features offered before making your choice.
What are the benefits of using client management software?
There are numerous benefits to using client management software. These include:
- Improved organization
- Enhanced communication
- Increased efficiency
- Boosted productivity
- Stronger client relationships
What is the function of client management?
Client management refers to the entire process of attracting, engaging, and retaining clients. This encompasses activities like identifying potential clients, establishing clear communication, managing projects effectively, and fostering long-term relationships.
Client management software provides the tools and functionalities to effectively manage all aspects of the client lifecycle, leading to improved client relationships and overall business success.
What is the role of CRM in managing and improving the sales process?
CRM (Customer Relationship Management) software is a type of client management software designed to manage sales. CRM tools help track leads, manage opportunities, automate sales tasks, and generate reports to improve sales performance. By utilizing a CRM system, businesses can streamline the sales funnel, close more deals, and ultimately generate more revenue.
Is client management software expensive?
Client management software pricing varies depending on the features offered and the number of users. Many solutions cater to small businesses with affordable options, including some offering free plans. Consider your needs and budget when choosing the right software for your company. There are also many online client management software free options available for businesses on a tight budget.
Is client management software secure?
Security is a crucial aspect of client management software. Look for solutions that offer robust security features to protect sensitive client information. Reputable providers employ data encryption, access controls, and regular security updates to ensure your client data remains safe.
Industry-Specific Client Management Solutions
Real Estate Management Software
Call Center Management & Billing
Travel Agency Booking & Invoice System
Handyman Billing Software
Catering Invoice Software
Plumbing Billing Software
Donation Management Software
Billing & Customer Management Software
Car Wash E-Invoicing Software
Landscaper Billing Software
Web Design & Development Billing Software
Electrical Invoicing Software
Auto Repair Invoice Software
Event Invoicing System
Window Cleaning Invoicing Software
Gardener Invoicing System
Freelance Invoicing System
Pet Sitting Billing Software
Virtual Assistant Invoice Software
Latest News
Stay informed with the latest developments and updates from Oxomatic CRM. Explore how our innovations continue to shape the future of efficient business management.
12 Sep
Increase Efficiency with Free Online Invoicing Software
In today’s fast-paced business landscape, efficiency is paramount. One area where businesses can significantly streamline their operations is invoicing. Traditional […]
12 Sep
Streamline Your Business: Free Invoicing Solutions
In today’s fast-paced business environment, efficiency is paramount. One area where businesses can significantly streamline their operations is invoicing. Traditional […]