ClientOS, fitted to how you work
Your own fields, your requests and who approves them, follow-ups that happen by themselves, your own reports and the look of your invoices. All from Settings, no developer needed.
Fields that fit your data
Add the details your work needs to customers and suppliers, contacts, products, leads, deals, projects and employees. They show on the record and in its form.
- Text, number, date, yes or no, or a choice from a list
- Required when it mustn't be left empty
- Named in Arabic and English, in the order you like
Requests with your own approval path
Make a new kind of request with the fields it needs, and set who approves it and in what order. A big request can take a longer path.
- The direct manager, the department's manager, a role or a named person
- A different path by amount or any field of the request
- Built-in requests like leave, custody and expenses stay as they are
Follow-ups that happen by themselves
When something happens in ClientOS, the right person hears of it or gets a follow-up with a due date, without anyone having to remember.
- A new lead, a deal won, an invoice paid, a new ticket, a new hire, an item running low
- A notification to the record's owner, a role or a named person, or a call, meeting or task
- With conditions if you like: say, only deals above an amount
Your own reports
Build the report you need from sales, collections, expenses, deals, stock, employees, hours worked or support tickets, then save it and come back whenever you like.
- Break it down by customer, item, salesperson or month
- A chart or a table, for the period you choose
- Everyone sees only what their permissions allow
Invoices that look like your company
Choose how invoices, quotes and vouchers look: the style, colour, logo size and type size, the language of the labels, a line under your name, the footer and payment details. See a preview before you save.
- Labels in Arabic, English or both
- Payment details on every invoice, so the customer can pay straight away
Under your own name
If you offer ClientOS to your own clients, or want your team to see your company: your name, logo and colour in place of ClientOS on the sign-in page, in the app and in emails, and your own address like app.company.com with an automatic security certificate.
- We switch it on by agreement; you pick your colour and logo in Settings
- Two DNS records, which ClientOS checks before it serves your address
Try it on your company
All of it is open in the free trial, and in the demo company you can see it working before you enter your own data.
Every app is open during the trial. No card needed.