Efficient Client Management – All in One Place

Client management overview

What is Client Management?


ReConto PRO’s Client Management feature centralizes everything you need to manage your clients seamlessly. From contact details and project history to estimates, invoices, and feedback, all your client-related information is readily accessible, ensuring you never miss a detail.

No more scattered information. Organize client details and strengthen relationships with ease.

Manage your home services business efficiently with ReConto PRO’s unified client management tools. Keep all communication, client preferences, and service history in one place to build stronger, lasting client relationships.

All Client Details in One Place

Keep contact info, project notes, and communication logs organized in one central hub.

Improved Organization

Quickly access client-specific tasks, ongoing projects, and completed work to stay on top of your workload.

Seamless Communication

Use built-in chat to update clients, share progress, and clarify expectations.

Benefits of Client Management

And More...

Faster Billing and Payments

Generate and send invoices directly from the client profile and track payment status effortlessly.

Client Feedback

Collect and track client reviews and feedback to continuously improve your services.

Easy Follow-Ups

Never lose track of follow-ups or pending tasks with automated reminders and notifications.

How It Works

  1. 1 Create Client Profiles: Add new clients to your ReConto PRO account and store essential information such as contact details, service preferences, and notes.
  2. 2 Assign Projects and Tasks: Link specific tasks and projects to each client profile for easy tracking and management.
  3. 3 Communicate Effortlessly: Use the integrated chat to discuss project details, updates, and expectations with your clients.
  4. 4 Track Progress: Monitor the status of tasks, projects, and payments from the client dashboard.
  5. 5 Generate Invoices: Create, send, and track invoices directly from the client profile to simplify billing.
  6. 6 Collect Feedback: Request and store client feedback to maintain quality service and improve client satisfaction.
two screens

Real-Life Use Cases

  • Landscapers: Manage seasonal projects for regular clients, track completed maintenance tasks, and send invoices promptly.
  • Plumbers: Keep client history organized, including past repairs, pending tasks, and parts used for each job.
  • HVAC Technicians: Track scheduled maintenance, emergency repairs, and client preferences for heating and cooling systems.
  • Handymen: Maintain detailed records of completed jobs, client feedback, and follow-up tasks for ongoing work.
Unified Client Database

Unified Client Database

Store all client information in a single, easy-to-access location. Save time and effort, so you can reach out to clients effortlessly when needed.

Easy Client Invitations

Easy Client Invitations

Connect with customers on a single platform. It’s free for your clients to join you on ReConto, making it simple for them to engage and interact.

Smooth Connection Requests

Smooth Connection Requests

Expand your professional network by connecting with new clients and prospects. ReConto PRO keeps you updated on connection requests via email and app notifications.

Comprehensive Customer Management

Comprehensive Customer Management

Manage everything related to your clients from one dashboard, including tasks, subscriptions, and communication history. Provide personalized service by understanding each client’s preferences.

Build Client Loyalty and Stand Out

Unlock new levels of client satisfaction and loyalty. ReConto PRO’s client management features help you streamline acquisition and retention, all in one place, making it easy to deliver consistent, reliable service that sets you apart from competitors.

Why Choose ReConto PRO for Client Management?

  • Enhance Client Relationships: Build trust with clear communication and reliable service.
  • Save Time: Reduce administrative work with easy-to-use tools for tracking, invoicing, and follow-ups.
  • Grow Your Business: Satisfied clients are more likely to refer you to others. ReConto PRO helps you maintain those 5-star relationships.

Take the Guesswork Out of Client Management – Try ReConto PRO Today

Copyright © 2024, DBC Capital Investments LLC
```