Client Management

Track every detail and manage every client relationship with confidence. CQ’s client management tools help you stay organised, store important information, and access everything you need in one place.

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Full Client Oversight — Without the Chaos

CQ’s client management tools give you everything you need to stay on top of your customer relationships — all in one organised, easy-to-use space. From custom contact fields and notes to full job and asset history, you’ll have instant access to every detail that matters.

Whether you’re managing a handful of clients or hundreds, CQ keeps your records clean, your team aligned, and your communication sharp.

Capture the Details That Matter Most

No two clients are the same — and CQ makes it easy to store exactly the information you need. Add custom fields to each client profile, so you can track anything from site access requirements to billing preferences.

Use tags to quickly identify key traits like “bad payer” or “VIP client,” and save multiple contacts with different roles — so you always know who to email about invoices and who to call for site updates.

With CQ, everything is searchable, organised, and tailored to how your business actually works.

Centralised Job and Asset History

See the full picture of every client relationship at a glance. CQ lets you view all past and active jobs linked to a client in one place — no digging through spreadsheets or separate systems.

If the client has specific assets, like HVAC units, boilers, or machinery, you can record and track them directly in their profile. Access full service histories, schedule future maintenance, and keep everything documented and accessible.

It’s the easiest way to stay on top of client work, responsibilities, and long-term value.

Keep Files, Notes, and Logs Organised

Every client profile in CQ acts as a central hub — not just for contact details, but for all your internal records. Upload and store documents like contracts, agreements, or compliance paperwork directly on the client record, so it’s always easy to find when you need it.

Add internal notes for team context, log every interaction, and keep a full history of email communications — all automatically linked to the client. No more scattered messages or missing files — just one clear, reliable source of truth.

Manage Parent and Child Companies with Ease

For clients with multiple branches, sites, or regional companies, CQ makes it simple to manage everything in one connected view. Link parent companies to their child entities, and easily click between them to see jobs, contacts, and records across the group.

Whether you’re working with facilities groups, national contractors, or multi-site clients, you’ll always have the full picture — without needing to create messy workarounds or duplicate data.

Track Every Email and Action Automatically

CQ keeps a full communication trail for every client — including emails and internal action logs that aren’t tied to a specific job. From new leads to long-term accounts, you’ll always have a clear record of what was sent, said, or agreed.

Whether it's confirming a site visit, logging a call, or following up on a contract, everything is stored safely inside the client’s profile — giving your team full visibility and keeping your records airtight.

Everything You Need to Manage Client Relationships — All in One Place

With CQ’s client management tools, your team can stay informed, consistent, and fully in control — whether you're managing ten clients or ten thousand. From custom fields and asset tracking to files, notes, and job history, you’ll always have the right information at your fingertips.

Ready to simplify your client management?
Book a free demo and see how CQ brings everything together.

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What our clients say

The Biggest Difference

CQ has made one of the biggest differences to our business that I can think of. Pulling together every department and creating the ability to manage every area of our business from one place.

Ben Reynolds

A Complete Must

This is simply the best software, its an absolute must if you want to grow your business and take it to another level

John Constanti

Game Changer

Since using CQ we have freed up so much extra time for the business and has made us so much more organised and productive.

Ben Zenth

Really Amazing Software

We've been using CQ for some time now and it has totally transformed our business, from quotation to management it has everything we had been crying out for.

James Oliver

Empower your business today

If you're seeking a comprehensive solution to streamline your operations, enhance inter-departmental communication, and drive business growth, look no further. CQ is the all-in-one business management software designed specifically for large businesses. Start your journey towards increased efficiency and profitability today. Click the button below to book a FREE DEMO or contact our team on 0204 548 4000.

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