Client Organization
Every client, every project, every conversation—organized and accessible. Nearleap's client management tools help you stay organized, deliver better service, and turn one-time jobs into repeat business.
Client since Oct 2024
Recent Projects
Kitchen Remodel
Jan 2026
Bathroom Tile
Aug 2025
In the home services industry, repeat customers and referrals account for up to 65% of revenue for established contractors, yet most lack any system for maintaining client records or scheduling follow-ups.
Access every client's contact information, project history, and communication record from a single dashboard. No more digging through emails, texts, and notepads to find what you need. Everything is organized and searchable.
Organize your clients →Sarah Martinez
Kitchen Remodel - Jan 2026
Michael Roberts
HVAC Repair - Dec 2025
Jennifer Kim
Bathroom Tile - Jan 2026
Add notes about client preferences, site access details, or important considerations. Review past projects before follow-up calls. Build relationships by remembering the details that matter to each client.
Start tracking →Client since Oct 2024
Recent Projects
Kitchen Remodel
Jan 2026
Bathroom Tile
Aug 2025
Set reminders to follow up with past clients for seasonal services or maintenance. Track when jobs were completed and schedule check-ins. Turn satisfied customers into ongoing relationships, not one-time transactions.
Grow repeat business →Sarah Martinez
Annual HVAC maintenance due
Last service: January 2025
75%
Contact
37%
Win Rate
2.3d
Avg Close
Monitor opportunities through your pipeline
4.9
127 Reviews
Top Rated Pro
Sarah M.
Excellent work on our bathroom! Professional and on time.
Michael R.
Very knowledgeable about HVAC systems. Fixed our AC same day.
Turn great work into reviews
Perfect! See you Thursday
Can you send the quote?
Thanks for the info
Sarah M.
Online
Hi! I need help with a leaky kitchen faucet. Are you available this week?
2:34 PMHi Sarah! Yes, I can come by Thursday at 2pm. Does that work?
Perfect! See you Thursday!
2:36 PMAll communication in one place
Each client record includes contact information, all projects (past and active), complete message history, notes you've added, and review status.
Yes, you can add private notes to any client record. Use them to track preferences, site access codes, or anything that helps you deliver better service.
Use the search function to find clients by name, project type, location, or date. You can also filter your client list by various criteria.
Yes, all connections are tracked regardless of outcome. This helps you follow up on opportunities that might come back around.
Absolutely. Access your full client database from any device—computer, tablet, or phone—and changes sync automatically.
