Manage customer contacts and update customer database using AI business app.
Use Smart Client List to manage all the information about your clients in one place.
We support importing client from *any* data source via email, and use AI to add it to your client list. Support includes:
- Invoice system exports
- CSVs with customer data
- Excel spreadsheets
- PDFs / files
- Photos
Our systems then use the data you give us to help keep your client list up to date, account for every dollar, and optimize how you manage your clients with actionable advice.
This is an early access alpha release, and we are working diligently to update the app every week with new features. Please send feedback, questions through the "Have a question" button in the app or to support@accountablelabs.com.