Service and Manufacturing CRM

If you are involved in building, manufacturing or installation & service then you need MindaClient. Our jobs module lets your employees record the work done on their mobile phones. Schedule installations and services so no future work missed. The perfect solution to manage your workers, your clients and your projects. Service Manufacturing

Some clients in the Service & Manufacturing sectors who use MindaClient

Product Features


• Client profiling
• Customise client dropdown fields
• Client fields you can customise
• Number of clients in your database
• Client Texting
• Client Emailing


• Schedule future appointments
• Record past appointments
• Schedule appointments for colleagues
• Reminder to clients about appointments
• Reminder to staff about appointments
• Recurring appointment scheduling
• Appointment & activity tracking
• Activity reporting
• Outstanding activities on dashboard
• Integrated Diary
• Bulk assigning of appointments

Sales Marketing

• Filter your clients for campaigns
• Mailshot by email or SMS
• Schedule follow ups
• Integration with Mailchimp for tailored mailshots
• Set up email signatures for each user
• Pipeline management
• Top 50 clients by turnover
• Analyse lost business
• Conversion rate report
• Pipeline calendar report
• Flag sales as Invoiced and Paid


• Client report generator
• Analytics reporting
• Staff activity reporting
• Report on tasks and activities
• Analyse by client and appointment type
• Communication reporting
• Report output to Excel
• Report output to PDF
• Download all reports to excel

User Functionality

• Restrict staff to see their own clients only
• Restrict staff to see their own diary only
• Role permissions
• Task & activity tracking


• SMS facility available
• Email individual client
• Bulk email clients
• Text individual client
• Bulk text clients
• Schedule automatic reminder to clients for appointments
• Communication reporting
• Email integration - automatic link with Outlook
• Full history of communication with clients

Document Storage

• Upload templates and policies
• Upload documents for clients
• Upload links to dropbox & YouTube etc.


• Full audit trail helping with compliance
• Access archived content
• Manage your users
• Assign role permissions
• Import clients

User Permissions

• Permission to merge clients
• Permission to view reporting
• Permission to view own and colleagues diaries
• Permission to bulk edit clients
• Permission to view own and colleagues clients


• On screen support
• Email support
• Phone support
• Access to instructional videos


• Set up training
• User training
• Administrator training
• Online one to one training
• Webinar training
• Classroom training
• Train the trainer

Data Management

• Merge client facility
• Bulk data updater
• Pre import cleansing of your data
• Initial transfer of your existing data
• Data management work
• Fixed client import facility


• Integration with Microsoft Excel
• Output to PDF
• Integration with Outlook
• Integration with Mailchimp
• Output to Hotsoft Hotel software
• Links to Google Maps to find clients


• Quick search from every screen
• User dashboard
• Tailored for PC, laptop, tablet and smartphone

Invoicing & Payments

• Add in invoices for clients
• Bulk assign invoices for courses for example
• Automatic weekly or monthly set amount invoicing
• Record payments for clients
• Customise payment types and methods
• Invoice & payment reporting

Online Payments

• Integration with Stripe
• Take online payments from your clients
• Let your clients pay their bills online

Stock Management

• Supplier and stock item management
• Set up your own stock categories
• Reorder levels and reorder quantities
• Search by category and stock item
• Order stock and receive stock
• Email orders to suppliers
• Report on stock running low
• Assign stock using barcode scanning
• Stock level report
• Stock movement report
• Stock financial report