- Full customer history · Tags and lists · Unlimited users
Client management software that remembers every customer, so you don’t have to.
Every customer’s calls, texts, emails, bookings, quotes and invoices in one place, so anyone on your team can pick up where the last person left off.
Customer details shouldn’t live in five places
Here’s what happens when customer information is scattered.
“I can never find a customer’s history.”
Open one record and see every call, text, email, booking and invoice.
“Our customer list is a messy spreadsheet.”
Import it once, clean up duplicates and keep it up to date automatically.
“Only one person knows what’s going on.”
Notes, tasks and conversations are shared with your team, so nothing depends on memory.
One record for every customer
Here’s how contact management works.
1. Bring your contacts in
Import a spreadsheet, or let new enquiries add themselves from calls, forms and chats.
2. Organise them
Use tags, custom fields and smart lists to group customers the way you work.
3. Act on it
Message a group, set a task or start an automation, straight from the list.
Everything you need to know your customers
Your contacts power everything else, from your sales pipeline to email marketing.
- Complete customer history. Calls, texts, emails, bookings, quotes and invoices in one timeline.
- Tags and custom fields. Record what matters to your business.
- Smart lists. Saved groups that update themselves, like “booked in the last 90 days”.
- Notes and tasks. Keep track of follow-ups and who’s doing what.
- Import and de-duplicate. Bring in spreadsheets and merge duplicates.
- Companies and contacts. Link people to the businesses they work for.
- Team permissions. Control who can see and do what.
- Mobile app. Look up any customer from your phone.
Don't take our word for it. Test the AI right now.
Three live demos, no sign-up needed. Steve is an AI, and he’ll tell you so.
Call Steve, the AI receptionist
Ring the number below. Steve will answer, play receptionist for your business, then text you afterwards, exactly as he would for your customers.
Chat with Steve right now
Ask him anything about My New Admin, or type “demo” and watch him handle an enquiry for your industry. This is the same AI your customers would talk to.
See missed-call text-back
Call this number and hang up before it’s answered. Within seconds you’ll get the text your customers would receive, so no missed call becomes a lost job.
Standard call rates apply. Calls to the demo lines may be recorded for quality purposes.
Trusted by 500+ Aussie Businesses in Trades, Retail, and Healthcare.
Client management FAQs
It’s software that keeps all your customer information in one place, including contact details, conversations, bookings, quotes and invoices, so you and your team can give better service.
Yes. Import contacts from a spreadsheet, and duplicates can be merged so your list stays clean.
Yes. Unlimited users are included, and you can control what each person can see and do.
Yes. Use tags, custom fields and smart lists to group customers however suits your business.
Yes. The My New Admin app for iPhone and Android lets you look up customers, call, text and add notes on the go.
Access is protected by user logins and permissions, and you control who can see what. Read our privacy policy for how data is handled.
One plan, one flat monthly price, with unlimited users. See our pricing page for details, and try it free for 14 days first.
Keep every customer in one place
Start your 14-day free trial today. $0 upfront, no lock-in contract, cancel anytime.
Or try the AI first: call Steve on 0495 104 177