Feature · Clients
One record for every client, with everything on it
Company details at the top, then the people, the notes, the follow-ups and the documents in tabs underneath. The whole story of a client in one place.
30-day free trial · no card · £12.99 + VAT per person a month after
The short answer
Client management software keeps a single record for each customer so anyone on your team can see who they are, who you deal with there and what has happened. In Gather360 each client holds its sector, email, phone, website, address, tags and status, with tabs for contacts, notes, follow-ups and documents. It costs £12.99 + VAT per user a month.
The client record
The details you actually look up
Name, sector, email, phone, website and address. Tags for whatever matters to you: priority, region, retainer, the lot. That is the whole form, and only the name is required.
We left out the forty custom fields bigger CRMs ask for. Most small businesses never fill them in, and an empty field tells you nothing.
- Sector and tags come from shared lists, so they stay spelt the same
- Shows when the client was added and by whom
- Active or archived, so old clients drop out of the way without being lost
Five tabs on every client
Each tab shows a count, so you can see at a glance how much is there.
Overview
The company details, sector and tags, and who added the client.
A clients list that shows who has gone quiet
The clients list shows each client’s sector, how many contacts you hold there and when it was last touched. Sort by last touched and the clients nobody has spoken to in months rise to the top.
Search the list by name, email, sector or tag. Switch between active, archived and all with one click.
From a spreadsheet row to a working record
- 1
Add the client
Name first, then whatever details you have. You can fill in the rest later.
- 2
Add the people
Put in the contacts you deal with, so the next person knows who to ring.
- 3
Set the next step
Add a follow-up with a date. It will show on the home screen when it is due.
- 4
Archive when it ends
The record and its history stay, out of your day-to-day list. Restore it any time.
Put your top ten clients in and see
Thirty days free, no card. If it is not for you, let the trial run out and nothing is charged.
30-day free trial · no card · £12.99 + VAT per person a month after
Questions people ask
Is there a limit on the number of clients?
No. Clients, contacts, notes, follow-ups and documents are unlimited on every seat.
Can I add custom fields?
No. Each client has a fixed set of fields plus tags. Tags cover most of what people use custom fields for, such as region or client type.
What is the difference between archiving and deleting a client?
Archiving hides the client from your active list but keeps everything on it, and you can restore it. Deleting is permanent, removes the client’s contacts, notes, follow-ups and documents with it, and only the account owner can do it.
Can I import my clients from Excel?
There is no import wizard. Send your spreadsheet to hello@gather360.co.uk and we will help you get your clients in.
Can team members see each other’s clients?
Yes. Everyone on the team sees every client. Gather360 is built for small teams who share their clients, so there is no per-record privacy.
How much does it cost?
£12.99 + VAT per user a month, or £129.90 + VAT a year. Every feature is included, with a 30-day free trial and no card needed.
See if it fits in ten minutes
Click round the live demo with no sign-up, or start a free trial with your own clients. No card, no sales call.
30-day free trial · no card · £12.99 + VAT per person a month after