Free Client Management Software For Mac

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Client Management

Manage clients, leads, organizations, partners, and vendors

Scheduling

Schedule clients, events, appointments, employees, locations, and more

Invoicing

Create and send professional invoices and quotes from customized price lists

Bookkeeping
Free client management software for mac download

Understand and improve your financial health with easy-to-use reports

Project Management

Create pipelines, deadlines, and tasks for projects, orders, etc

Marketing Campaigns

Create and automate targeted campaigns for specific client groups

Online Booking
For

Allow clients to quickly and conveniently book online

Automation

Send automated, personalized, text and email reminders, payment requests, etc

Create Forms

Create questionnaires, forms to gather information for events and more

eSignatures

Have clients review and sign contracts online and have them automatically stored

Free Client Management Software For Mac
Accept Credit Cards

Integrated credit card processing that can get you the best rates

Worldwide

Use unlimited currencies, date formats, along with VAT, GST, and other taxes

Customizable

Customize the look and feel of your software, invoices, contracts, and more

Manage Employees

Set up and track security roles, commission tracking, schedules, etc

Time Card Tracking

Allow hourly employees to clock in or out from any location

Lead Generation

Capture leads automatically from your website and convert them

Cloud Services

Access your data from any computer, phone or tablet that has an internet connection

Integration

Enjoy integration with Google Calendars, ProSelect, QuickBooks, RetouchUp and more

Import/Export

Import your data from your existing products and export your data at any time

Easy To Use
Free Client Management Software For Mac

Get up and going quickly with intuitive software that was designed for ease of use


Client Management
Build a solid relationship with your clients and keep them coming back! You can track all of your clients data in one place and easily view clients’ important information, notes, events, invoices, orders, payments, balances due, etc. Add birthdays, relationships, anniversaries, client image, and customizable tags in order to strengthen relationships and effectively market to them.
Scheduling
Capture valuable information from the moment an appointment is scheduled. StudioCloud’s powerful calendaring system lets you run reports to see what types of appointments, events, and sessions make you the most money.
With the ability to schedule multiple clients, employees, and locations, you can always see who needs to be where and have StudioCloud automatically remind people of their appointments. StudioCloud’s calendar system is highly customizable and can fit most every business need.
Invoicing
Invoice the way you want to! Choose when, where and how your clients pay. Take a deposit at the time they schedule, bill them with an emailed invoice, set up a payment plan with automated epayment emails and let them pay online, it’s up to you.
All components of the point of sale are customizable for your business type and branding. Create unlimited price lists, packages, quotes, and tags that can be emailed or printed. Run multiple tax, deposit, and inventory reports along with product sales by calendar type, tags, and much more.
Bookkeeping
Finally, easy-to-use bookkeeping! Easily understand your financial health with StudioCloud’s easy to read charts and graphs. View a detailed breakdown of your income, expenses, and profit. Run a report to see your trial balance, category details, balance sheet, cash flow statement, income statement, category of accounts, profit/loss, and more.
Project & Task Management
Never miss another deadline! Create to do lists and pipelines for appointments, events, orders, products, projects, clients, and leads. Use pipelines to assign employees, tasks, and priorities to projects or orders to keep everyone on the same page and to meet your deadlines. When a stage of the pipeline is complete it can automatically notify the next person in line who needs to take action. Get ready to enjoy an organized workflow!
Marketing Campaigns & Tags
Make more money! Know where to focus your advertising dollars by tracking the revenue that comes from specific campaigns. StudioCloud allows you create unlimited tags to track organizations, groups of clients, events, interests, or whatever you would like to track. You can then filter those tags to market to a specific target audience through email or postcards.
Online Booking
Let your clients book with you on any day, at any time. Give your clients the convenience of browsing your chosen schedule and making an appointment online. Seamlessly integrate the booking module into your website and have StudioCloud do the rest. Any information the client enters will automatically be recorded and updated in StudioCloud. No more double entry!
Automation
Stop spending time on so much busy work. Let StudioCloud automate all of those little tasks that take so much time out of your day. Create unlimited custom templates for different types of appointments and events and StudioCloud will automatically send personalized text or email reminders to your clients or employees. They can confirm with the click of a button! You can also set up automatic birthday and anniversary greetings or promotions, payment plans, etc.
Create Forms
Need to collect information from a new lead, client, or update information for an existing client? Create unlimited templates and forms that clients can fill out online. All of their data will be added to their StudioCloud account so you can access it at anytime. Use forms on mobile devices to collect data or leads at events. Have it automatically populate in StudioCloud however you choose. The potential is limitless!
eSignatures
No more faxing or piles of paperwork! Unlimited customizable contracts that can be emailed at anytime during your booking process. Have them quickly and easily esigned by your clients on their computer, iPhone, iPad or any other smart device. When the process is completed, StudioCloud will notify you and file the contract under that client for future reference, use, or printing.
Accept Credit Cards
Get paid quickly! StudioCloud’s integrated merchant account will get you the best rates in the industry. This will allow you to process all credit cards directly in StudioCloud (for free accounts too!) through an integrated terminal, using an app on a mobile device, and through epayments online.
Set up automated payment plans that will email your client and allow them to login online to pay or have their card charged automatically. All information will automatically be updated in StudioCloud under the clients account. Getting paid has never been this easy!
Worldwide
Not in the U.S.? Not a problem! StudioCloud caters to the needs of companies worldwide. Use any currency symbol, date formats, tax formats like VAT and GST, and any language for customer facing invoices, contracts, forms, etc.
Customizable
Make StudioCloud work for you. Everything in StudioCloud is completely customizable and has the ability to be tailored and branded for your business type and processes. StudioCloud was created in the photography industry, but is now used worldwide in hundreds of different types of small service industries.
Each business will have the ability to customize the look and feel of your software, multiple logos, invoices, contracts, forms, email templates, tags, services, products, packages, price lists, pipelines, calendar types, etc.
Manage Employees
Make sure everyone is on the same page! StudioCloud’s EmployeeBoost provides the ability to manage and schedule multiple people, locations, and equipment. Use security roles to determine which employees can access which features. The logbook automatically tracks every change that each employee makes so you can always know what each employee has done in StudioCloud.
You will also be able to track employees’ payroll hours as well as their commissions and sales from events or invoices. Assign orders, projects and tasks to specific employees along with deadlines, automatic reminders and employee specific pipeline actions.
Time Card Tracking
Clock in and out on the go. StudioCloud’s desktop timecard app or StudioCloud’s smart phone apps, gives you or your employees the ability to track hours wherever work may take you.
Lead Generation
Never lose the opportunity to gain a new client. StudioCloud’s customizable, unlimited contact forms can be embedded on your website and in other locations. Any inquiry will automatically be added as a new lead. You can also have those inquiries automatically tagged and added to lead generation pipelines in order to follow up with appropriate targeted campaigns in order to convert them.
Cloud Services
Experience the best of both worlds! The portability and convenience of the internet, along with the stability and safety of desktop software. StudioCloud is on your desktop and you can work with or without an internet connection. As soon as you have internet, StudioCloud will sync to all of your other computers, users, and internet enabled devices. There are no “licenses” with StudioCloud. Install it on as many computers and devices as you would like!
Integration
Keep using the products you love. StudioCloud seamlessly integrates with multiple third party products to make your life easier. ProSelect and StudioCloud have partnered to make your workflow much more efficient and streamlined. Integration with Quickbooks, RetouchUp.com, MailChimp, and Google Calendars is also available.
Import/Export
Need to update your processes and have the ability to manage your business anytime, anywhere? StudioCloud has tutorials on how to import your existing data into the software in order to quickly get you up and going. Don’t want to mess with importing your data? Pay a small fee to have our team import the data for you.
Easy To Use
StudioCloud was designed with simplicity and ease of use as a top priority! We get a lot of feedback from users who are overjoyed at how simple it is to get up and going with StudioCloud.
When you need help you can always watch our video tutorials, jump on live chat, visit our community forum, use our email and trouble ticket system, schedule a one-on-one training, or request a phone call. Let us know how we can help. We are here to help your business grow and succeed!
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Free Client Management Software For Mac Os X

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