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CRM app for contractors: clients, quotes, invoices & payments. Offline, no fees.
Client Manager Pro – CRM, Client Management, Quotes & Invoices Client Manager Pro is a professional client management app and CRM for contractors, freelancers, tradespeople and small business owners. Manage clients, contacts, properties, projects, jobs, quotes, invoices, payments and follow-ups in one business management app — fully offline and with no monthly subscription. CLIENT MANAGEMENT & CRM Keep your entire customer database organized in one place. Store client contact information, notes, tags, properties, projects, service history and documents so you can quickly find everything related to a customer. ★ Client Database Add and manage clients, customer contacts, notes and tags. Keep complete customer records and access client information whenever you need it. ★ Property & Customer Management Manage multiple properties for each client. Track addresses, service locations and property history without mixing up jobs or customers. ★ Project & Job Tracking Create projects and jobs for each client, assign statuses and track progress. Keep every job connected to the correct customer and property. QUOTES, ESTIMATES & INVOICES Run the complete sales and payment workflow from your phone: client → property → project → quote → invoice → payment → follow-up. ★ Professional Quotes & Estimates Create quotes and estimates with line items and tax. Export branded PDF quotes and send them directly to customers. ★ Convert Quotes to Invoices Turn an accepted quote into an invoice without re-entering the information. Save time and reduce billing mistakes. ★ Invoice Management Create professional invoices, track invoice status and manage unpaid, partially paid, paid and overdue invoices. ★ Payment Tracking Record customer payments, monitor outstanding balances and keep a complete payment history for every invoice and client. ★ PDF Quotes & Invoice Reports Generate professional PDF quotes and invoices that are ready to share with customers. CLIENT FOLLOW-UP & SERVICE HISTORY Never lose track of a potential job or returning customer. ★ Follow-Up Reminders Set client follow-up reminders and see what needs your attention from the dashboard. ★ Service History Keep a service history for every client and property. See previous jobs, visits and work performed before starting the next service call. ★ Notes, Photos & Documents Attach customer notes, before-and-after photos, receipts, paperwork and other documents directly to clients, properties or projects. SMALL BUSINESS DASHBOARD See the important numbers for your business at a glance. Track outstanding invoices, active projects, monthly revenue and revenue trends. View top clients by lifetime value and understand where your business is getting its best customers. BUILT FOR CONTRACTORS & SMALL BUSINESSES Ideal for: • General contractors and handymen • Electricians, plumbers and HVAC technicians • Cleaning and landscaping businesses • Freelancers and consultants • Service businesses and tradespeople • Small business owners managing customers, jobs and invoices YOUR BUSINESS, YOUR DATA Client Manager Pro works fully offline. Your client database, customer records, quotes, estimates, invoices, payments, projects and business data stay stored on your device. ★ CSV Export Export client, project and business data to CSV for spreadsheets and record keeping. ★ Backup & Restore Back up your complete business database and restore it whenever needed. NO SUBSCRIPTION. NO ADS. Client Manager Pro is a one-time purchase. No monthly CRM fee, no recurring invoicing subscription and no account required. Whether you're looking for a CRM app, client management software, customer database, contractor CRM, small business CRM, invoice app, quote app, estimate app, job management app or business management app, Client Manager Pro brings the workflow together in one place. Manage clients. Create quotes. Send invoices. Track payments. Follow up. Run your business — all from your phone