Automatically build your client profiles

Each interaction with your client builds their profile automatically.

Help your clients to grow

View your client profiles quickly to ascertain their needs, understand their history and help them to grow within your business.

Help within their preferences and habits

You can easily see their preferred products, which team member they preference, how often they visit, what services they are due for and more. All in a few clicks of the mouse.

“I’ve had great feedback with the switch to Client Diary.

Clients are loving the new system, the helpful messages and instructions. Super happy I changed.“

Tanya Martin, Perth

Personalise, reward and be flexible

Your business is unique and as such you should have the freedom to communicate with your clients in your own unique way.

Everything is personalised

Automated interactions with your clientw should feel like it’s coming from you personally. Client Diary gives you control over marketing and reminder messages to suite your business.

Reward for loyalty

Have Client Diary keep track of loyalty points for you. Reward your customers for their return business and keep them coming back. No cards to punch, no lists to keep track of.

Customise your Client records

Even in the same industry, no two businesses are the same. There’s no need to be stuck with a generic solution. You decide what client information is important to you and let Client Diary manage it for you.

Their whole history at a glance

No more scouring around through multiple screens looking for disjointed information. All client info is kept in one, accessible space and can even be viewed from the calendar itself.

View and access notes and records

Client Diary’s client management tools are designed to be used in busy and fast moving environments, meaning you can get in, get your notes and keep moving..

Be alerted of important information

Sometimes you need vital information when interacting with your client. Be it on the phone or welcoming them to your business, Client Diary’s alert system will keep you on the pulse and make sure nothing is forgotten.