Client Management

Easily Assign Employees To Clients

Filters and tags make it easier to view and assign specific employees to clients based on location and branch, eliminating the need for manual paperwork or complex assignment systems.

Efficiently Manage Tasks And Notes

Notes and tasks are gathered in one secure location for quick access before any further communication occurs. This reduces the risk of miscommunication and streamlines task distribution by giving clients a single location to check on their tasks, saving more time.

Offer A Tailored Approach

Our CRM solution allows you to develop a tailored approach when working with individual clients. What works for one client may not work for another, so being aware of their industry, assigned employees, and previous communication will enhance your client relationship.

Customers Who Use Us

“Mobile Rocket have done nothing but blown my mind at the niggles their tech has solved for our business. For us, they amalgamated several separate tech solutions we already had into one powerful app – and they are continuously developing based on your feedback. The team are genuinely invested in your business and the overall experience has been a personal and creative one.”

Katy Passmore, Passmore Cleaning Company