CLIENT MANAGEMENT

Your Clients'

Command Center

Elevate client satisfaction and streamline operations with SuperOps' all-inclusive client management tool.

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Lightweight CRM with

just the features you need

Track all client communication easily

Simplify communication by avoiding long chains of emails and losing context in relayed conversations.

Delight customers & close more deals

Streamline conversations for quick and better client support, and improved CSAT.

No more siloed emails

All your quote-related conversations appear right beside the quote. No more struggling to get context

Collaboration made simple

Dispute over an invoice? Changes to a contract? Align with clients within the same window.

ORGANIZE

Store more than client information

Let SuperOps handle your contracts and billing cycles, so you can focus on delivering great service.

Simpler way to manage contracts

Build custom contracts at speed and bring in clients and work hours directly into your contracts.

Don’t scramble for information

View all your client details, payment status, invoices and conversations in one screen.

Ensure predictable cash flow

With in-built quote management, create and track your quotes from creation to billing and payment.

Before, I'd use 4 different products for my user interactions, now I have a single point of entry for 90% of them.

Daryl S

Managing Partner, DNS Security Enterprises

Before, I'd use 4 different products for my user interactions, now I have a single point of entry for 90% of them.

Daryl S

Managing Partner, DNS Security Enterprises

CONVENIENT

Effortless billing and invoicing

Automate the tedious aspects of subscription management and create a hassle-free invoicing pipeline.

Reduce errors with automation

Merge auto-calculated meter-based charges from tickets and contract billing into an invoice.

Save time with unified billing

Send your invoices manually or schedule recurring ones to automate the billing workflow.

Version history to track changes

Get all the context of the revisions made to quotes with numbered "quote versions".

EASE OF USE

Friction-free quoting process

Centralize quote storage, standardize quoting workflows with templates, service catalogs, and branded proposals.

Don’t draft quote emails

Save time with customizable quote templates and email notifications to track their progress.

View quotes at their life stages

Know quote status at a single glance and start working on the ones that need your attention.

Faster quotes with less confusion

Clients can approve or reject a quote using a link or the portal and add comments for context.

CLIENT PORTAL

Empower your clients with

a comprehensive portal

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Seamless brand integration

Maintain a consistent professional image with fully white-label capabilities, customizing the portal to align perfectly with your brand identity.

Centralized financial management

Empower clients to access invoices, quotes, and payments directly within the portal, streamlining financial interactions and improving cash flow.

Enhanced remote work support

Provision remote access for end-users through Splashtop's Work From Home licenses, enabling a secure and efficient remote workforce for your clients.

Tailored information access

Provide clients with a personalized experience, including access to knowledge base articles, passwords, license keys, and other vital information via SuperOps' IT documentation module.

Make it all happen with SuperOps and land more business

No more hopping across multiple administration tools to manage your clients, contracts and payments.

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