Client & CRM

Build Stronger Client Relationships

Manage leads, track interactions, and nurture relationships. Keep your entire client database organized and accessible in one powerful CRM.

Track every stage of your pipeline

Lead
Qualified
Opportunity
Proposal
In Negotiation
Won
Features

Everything you need to manage clients

HOS provides powerful CRM tools to track and nurture your client relationships.

Lead Stages

Track contacts through your pipeline - from Lead to Qualified, Opportunity, Proposal, and Won.

Activity Tracking

Keep a complete history of every interaction, update, and touchpoint with your contacts.

Notes & Comments

Add detailed notes and team comments to contacts. Never lose important context again.

Email Integration

Connect your email and keep all communication with contacts in one organized place.

Contact Tags

Organize contacts with custom tags. Filter and segment your database effortlessly.

Favorites

Mark important contacts as favorites for quick access and priority attention.

Capabilities

A CRM designed for your workflow

Our CRM adapts to how you work, not the other way around.

Manage both People and Company records
Track contacts through custom pipeline stages
Add unlimited notes and comments
Create and assign tasks to contacts
View page visit tracking
Sync emails with contact records
Tag and filter contacts easily
Export contact data anytime

Ready to grow your client base?

Start managing your contacts and clients more effectively with HOS.