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Client Management

Every customer's details and notes in one profile.

Keep your customer list organized. Each client profile holds contact details, address, client type, source, status and notes that your whole team can see.

Client Management is included in every ArrayQ plan. Compare plans

Client Management in ArrayQ

What you get

  • One profile per customer with contact details and address
  • Client type, source and status on every record
  • Notes carried over from the original lead
  • Search, filter and switch between list and card views

The whole team works from the same records

Office staff and crew see the same client details, so nobody calls the wrong number or drives to an old address. Update a record once and everyone has it.

Context before you pick up the phone

Notes from the first enquiry stay on the client profile alongside your own notes, so you know what the customer asked for and what was promised.

Client Management questions

Name, email, phone, address, client type, lead source, status, the date they became a client, notes from the original lead and any additional notes you add.

Yes. ArrayQ runs in any browser and in the ArrayQ apps for iPhone and Android, and each crew member sees the areas you give them permission to use.

Client Management is included in every ArrayQ plan.

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