Maintain a client master with company, phone, email, and address
Connect clients to sites and invoices
Track follow-ups as tasks with due dates
Convert won work into active sites with budgets and teams
Share progress with clients through structured reports
Business outcomes
Faster handover from sales to site execution
One client record for billing and communication
Less lost enquiry data in personal phones
How teams use this in BuildSite
This module is available inside the BuildSite web app after login, with role-based access. Field teams use mobile for attendance and on-site updates; office teams manage masters, money, and reports on the browser. Data stays connected—no retyping from WhatsApp or Excel.