Cleanweb offers a comprehensive web based customer account management system.
Learn more about features and advantages below or contact us for more information or to arrange a demonstration.
This system is designed for contractors, self employed business operators and others who require simple but comprehensive billing and invoicing solutions.
Manage charges & payments
Manage charges & payments
Create orders / invoices based on products and services
Record payments against customer accounts to track who owes, who is up-to-date and who is in credit.
Download payments from your bank account and import them directly into your site to assign payments to individual customers.
Customers and account managers can view transaction history. This shows all charges and payments recorded against the account in an easy to see layout.
Offer customer discounts
Offer customer discounts
Set discount rates for individual customers or invoices. Configure discounts for bulk purchases of different products and services.
Email and invoicing
Email and invoicing
Print documents or send by email to your clients. Use templates to generate personalised invoices, reminders, account notifications and other documents. Schedule email messages to be sent to particular clients at certain times and at regular intervals.
Manage repeat billing
Manage repeat billing
Ideal for repeat charges such as memberships and scheduled services. Set up repeat billing for automated charging at specified daily, monthly or yearly intervals.
Data reports and extract
Data reports and extract
Use the data reporting tools to interrogate customer account and transaction data. Report data can then be used in graphing and spreadsheet software such as Excel.
Secure access, online, anywhere, any time
Secure access, online, anywhere, any time
This software runs over the internet and can be accessed securely from any internet capable computer.
No special software to install or update
No backups required
Easy to use
No set up fees
No set up fees
Get up and running fast. We'll set up your secure online account access and customise the the look and feel using your choice of colours and include your logo on invoices.$50.00per month
Happy Customers
The Apple Guy
Details With multiple stores and employees, The Apple Guy uses our web based customer management and billing system to track inventory, issue invoices, record customer payments and calculate employee commissions.Quote The Apple Guy has been using the CleanWeb CRM system for over two years now. The system has helped the company grow from the "owner operator" to eleven staff and two ground floor shops in this short period of time. We are using the CRM to keep track of our clients, client accounts, stock levels, to record shop sales, daily balances and reports for stock ordering and performance tracking. Olmec has been able to extend the system to meet our growing demands every time within only few days and with very reasonable cost. We are extremely happy with the product and the service and are more than willing to talk to anyone about our experience and journey considering the system for their business. Milan Mogin Business owner The Apple Guy Group LimitedProject Type Web based customer billingLocation WellingtonTags billinginvoicingcrmecommerceretailproducts
McNabb Engineering & Earthworks
Glen McNabb uses the Cleanweb online account management and invoicing tools to track and manage his customer account information, charges and payments. By going digital, Glen has freed up time and created a database of his work activities that summarises his various activities and associated income. This means Glen can make informed decisions based on which types of work result in the most income, who his best customers are and keep his accountant happy. Nice one aye?Web based invoicingCheviotaccountinginvoicingcrmproductsservicesbilling
Website www.littleowlbdfarm.nzDetails This web based ordering system allows Little Owl customers to browse and order available produce and creates a detailed picking and packing list for staff to fulfil the weekly orders.Quote The cleanweb system has enabled major time saving for my direct sale vegetable business, both in simplifying the product available for the week and then for the invoicing and payment tracking. The most impressive thing was Olmec's ability to TOTALLY customise the mechanics to work with all my operating constraints.Project Type Online ordering and customer managementLocation Gore BayTags ecommerceretailproducts
