Client CRM gives you a 360 degree
view of your client information

Having client information is important.  Having the information  organized and easily accessible is more important.

Stop wasting time!

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Our Client CRM is Everything You Need to Manage Your Clients

Our approach is to put as much client information at your finger-tips as possible.  Our tabbed interface easily accomplishes this.  Quickly get to the information you need regarding clients.

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Tab Badges

Know at a glance if there is information for a client.

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History Records

Invoice and Payment History can be easily viewed with drill-down capability.

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Contact/Notes

Client Contacts and Note History.

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Email Logs

Track invoice emails to see if Delivered and Opened.

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Time Records

Open Time Records easily accessible and grouped by engagement.

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Assignments

Easily update client assignments.

Client Invoices

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Client Invoices

Client Invoice History filtered by tab.  Search capability to quickly find the information you need. Drill-down and see payments applied. 

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Invoice Actions Column

Preview, Edit, Preview Time & Expense Report (shows time and expense records associated with invoice), or Reverse an invoice.

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Email Invoices

Easily email an invoice to your client by clicking the email icon.  

Client Payments

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Payment Actions Column

You have the ability to Reverse a Payment or Handle NSF actions on any payment.

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Payments Applied

Quickly see how your client payments are applied by drilling-down to view invoices and amounts applied.

Client Email Logs

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Know the Status of Your Emails

See the status of your outgoing emails at a glance.

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Preview Email

Click any row to preview the invoice that was sent to your client.

Feature-Rich Affordable Client Management Software

With Mango Billing you can take control of your client engagements.  Get ahead of the game!

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Client Engagements

Manage your Client Engagements and quickly see information needed to make informed decisions.

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Settings

Set client defaults for invoice templates, terms, finalize actions and custom billing rates.

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Client Notes

Create client notes with a full-featured editor.  Cut and paste capability.  Quick-Add notes from anywhere.

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Client Contacts

Unlimited number of Client Contacts can be added.  Drill-down on the Client List to view client contacts.

See What Modern Client Management Looks Like

Try Mango Billing For Free.  No Commitment, No Hassle, No Credt Card Required.

At Mango Billing we are inspired to provide the best time and billing software for CPA's, Consultants, Lawyer's and other businesses.  Our passion for creating practice management solutions started in 1994.  We would love to hear from you!

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301-663-4092

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2019 Mango Billing, Inc. "Mango Billing" is a registered trademark.