features - client management

Go beyond just storing client information

Let SuperOps.ai handle your client records and communications and get you paid while you focus on delivering great service.


Key benefits of client management


Be on point and quick to respond and delight your clients


House all client activity and communication in one place


Be top-of-mind with clients to win more business


I'm not kidding you when I say I've tried every PSA, RMM software out there. But seeing your product makes me so happy. I can't wait for you folks to release it. Fantastic.

Ron. A

TechTap Solutions


Assist clients with better intel

SuperOps.ai ensures faster and context-rich communication right within the tool. This way, your clients get the information they need. By staying in touch with all of your clients at a moment's notice, you will never miss a message, inquiry, or a new opportunity to do business. 


Know your clients inside & out

Get a bird's eye view of your client's contact, payment status, invoices, documents, and conversations. SuperOps.ai's list view makes it easy for you to instantly pull up files, documents, contracts, and invoices. This way, you never have to ask for the same information twice. 



Track billable hours without hassle

Auto-calculate meter-based charges from tickets and contract-based billing and combine them into a concise invoice. You can either choose to manually send out the invoice or automate the billing workflow to save time and eliminate errors.



Ensure predictable cash flow with friction-free quoting

Take the uncertainty out of client payments - agree upon a quote with your client before service delivery for guaranteed cash flow in the scheduled invoice cycle. Leverage quote versions to bring in visibility and transparency in the revisions made and have context-filled conversations with your client right next to the quote. 



Doubles as a light-weight CRM

Create, manage, and engage with leads without having to switch tools. Automatically convert won leads into clients without losing context or communication trail. Quickly set up contracts, working hours, SLAs to kickstart your client relationship and drive more business. 


Keep clients in the loop and land more business


Experience effortless client management and communication.

closeThank You

Thanks for joining our pilot program! We're super stoked!

One of us will get in touch with you in the next 24 hours to talk about the next steps.