ClienTrax 7.0

ClienTrax has a full client information management system. All important information about your clients is available at a glance on their Client Card. The large notes field can be set to 4 different colors to signify alerts, special clients, or any other meaning you choose. You can easily find clients by selecting their name (your clients are not just a number) from the list at the left, or by looking them up by name, phone number, or account number.