SHARE
Newsletter

Client Management - Complete History in One Place | ReConto PRO

Complete History of Each Client in One Place

Projects, visits, communications, payments, evaluations and agreements—organized by client for personalized service.

❌ The Pain

  • ✕ Client info scattered in email, WhatsApp, Excel, paper
  • ✕ Don't remember what you did in previous visit without searching
  • ✕ Client asks something and you don't have context at hand
  • ✕ No history of payments, evaluations or agreements in one place
  • ✕ Impossible to give personalized service without organized information

"Without organized history = Generic and improvised service."

🤖 The Solution

  • ✔ Complete profile per client with all their information
  • ✔ Historical projects and visits with photos and documentation
  • ✔ Organized communications—see important conversations
  • ✔ Payment history, evaluations and improvement agreements
  • ✔ Private notes about client preferences

"Complete history = Personalized service that generates loyalty."

✅ The Result

  • ✓ Answer client questions with complete context
  • ✓ Personalized service—remember preferences and details
  • ✓ Clients notice you know them—generates trust
  • ✓ Easy onboarding of new team members
  • ✓ Higher retention—satisfied clients renew

Clients who feel known = Clients who stay.

Try Client Management → See Benefits

Simple But Effective CRM For Residential Services

You don't need Salesforce. ReConto PRO gives you CRM focused on residential services: project history, visits, payments, evaluations, agreements and communications—all organized by client.
Client management

Complete History = Personalized Service

See everything about each client: past projects with photos, last evaluation, active improvement agreements, payment history, private notes about preferences. This lets you give service that feels personal—not generic.

TRY FOR FREE! LOGIN

How It Works

  1. 1

    Create client profile with contact info and address

  2. 2

    Each project, visit, payment automatically links to that client

  3. 3

    Add private notes: preferences, allergies, pets, preferred schedules

  4. 4

    See complete history before each visit—arrive with context

  5. 5

    Important communications stay recorded per client

  6. 6

    Check past evaluations and improvement agreements to improve service

Client management examples

Real Cases

  • Client calls with question—open profile and see complete history to answer with context

  • New tech goes to visit—reads notes: "Has 2 dogs, use side entrance"

  • Client requests same service from last year—see photos and exact details of what was done

  • Prepare proposal—review previous evaluations to understand what client values

Complete Profiles

Contact info, address, preferences per client

Project History

All projects and visits with photos and documentation

Communications

Important conversations organized per client

CRM features

And more

Payment History

See what was invoiced, paid and pending

Evaluations

All client evaluations in one place

Improvement Agreements

See active and fulfilled agreements with that client

CRM features

Take Client Relationships to the Next Level

Managing clients well isn't just good practice—it's the foundation for growing a profitable service business. Studies show companies with structured client management systems retain 47% more clients than those without.

Why Client Management Is Critical

Increases Retention

According to Bain & Company, 5% increase in retention can boost profits by 25% to 95%.

Improves Service Quality

Knowing history and preferences allows offering more personalized and satisfying services.

Drives Recommendations

Happy and well-managed clients are much more likely to recommend, expanding business organically.

Protects Your Business

Detailed records prevent misunderstandings, improve communication and protect you in disputes.

How ReConto Pro Helps

  • Complete profiles with notes, service history, preferences and documents
  • Track ongoing and completed projects linked to each client
  • Agreements, estimates, invoices and communications saved securely
  • Schedule follow-ups, maintenance visits and updates easily

Benefits of Centralized Management

1. Offer Personalized Experiences

76% of consumers expect providers to understand their needs and history. ReConto helps you meet and exceed those expectations.

2. Build Long-Term Loyalty

No client feels forgotten. Regular follow-ups and personalized offers strengthen relationship over time.

3. Avoid Costly Mistakes

Documenting interactions prevents forgotten details, misunderstandings and errors that affect reputation and revenue.

Common Mistakes—and How to Avoid Them

  • Relying only on memory: Always document communications and agreements
  • Ignoring history: Use records to personalize offers
  • Forgetting follow-ups: Schedule reminders to maintain contact
  • Delaying conflict resolution: Respond quickly and professionally

Client management isn't just administrative work—it's strategic investment impacting profitability, growth and brand strength.

Frequently Asked Questions

No. It's simple CRM focused on residential services. Doesn't have complex automations or sales pipelines—just organizes history of each client: projects, visits, payments, evaluations, communications. Simple but effective for what you need.

Yes. You can add notes only your team sees: client preferences, allergies, pets, best schedules, etc. This helps give personalized service.

Yes. Everything stays permanently: projects from 3 years ago with their photos, payments, evaluations—all accessible to check when needed.

Yes. When client sees you remember their preferences, history and personal details, they feel you know them. This generates loyalty much more than generic service.

Yes. Technicians can see relevant client info before visit: preferences, history, important notes. This makes your WHOLE team give consistent and personalized service.