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More in touch with your client relationships

Handle client relationships effortlessly with intuitive third-party contact linking, easy communication tools, and automatic contact inclusion for appointments and invoices.

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NZ Practice Management CRM 01

Link clients with their support contacts

Practice Management CRM 02

Saving you time, every time

Custom fields: add custom fields to collect the data you need smoothly, through online forms

Visualise associated contacts: gain a clear overview of all clients linked to a specific contact for streamlined communication

Client tags: create client tags to filter client lists, streamline invoicing workflows and supercharge reporting

Stay on top of communications

Record communications

Easily record inbound and outbound communications such as SMS and emails sent through splose, including those from invoices, progress notes, letters, and more, are automatically recorded

Streamlined communication inclusion

Automatically involve associated contacts in appointments, invoices, and notes for cohesive communication

Overdue invoice reminders

Send professional overdue invoice reminders automatically

See outstanding invoices and debt

Create and send account statements for outstanding client invoices

Document storage

Unlimited & secure storage of client files and documents, that can be previewed with ease

Spend less time on admin and more time with clients

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