Free small business management software

CleverClients
Free
Offline
sourceforge

CleverClients is software for small businesses that need to manage their clients (customers) and the appointments clients make for the services the business provides.

The software is suitable for businesses whose clients come to their premises (such as mechanics workshops, psychology practices, hairdressing salons and educational providers), and for businesses whose staff go to client's premises (such as plumbers, cleaners and pest exterminators). The list of potential business types is long!

The software is configurable to suit your businesses (e.g. for the services provided and the fees charged). Several example businesses are provided that you can investigate to see how CleverClients can meet your needs.

The software may be of most use to consultants who help small businesses or as a platform for other software services.

More information on the web site cleverclients.droppages.com which you can access below

Allied health clinics should look at CleverPsych project.

Features

  • record clients and their appointments
  • Optionally record organisations, associates and referrers.
  • Diaries can be defined for members of staff.
  • SMS and Email reminders can be sent to clients and daily task lists to staff.
  • Letters, invoices, receipts etc can be generated using templates.
  • Reports and plots of your business activities can be displayed.
  • Free