---
title: Client Manager - CRM | BidClips
description: Use BidClips CRM to easily search past and present customer info, see customer activity regarding sent bids and quotes, and store data for quicker service.
---

[Skip to content](https://www.bidclips.com/features/crm#main-content)

[![bc-logo_color](https://www.bidclips.com/hubfs/Logo%20Assets/SVG/bc-logo_color.svg)](https://bidclips.com?hsLang=en)

- Product
  
  Show submenu for Product 
  
    - [Lead Management](https://www.bidclips.com/features/lead-management)
    - [Customer Comm](https://www.bidclips.com/features/customer-communication)
    - [Client Manager / CRM](https://www.bidclips.com/features/crm)
    - [Estimates](https://www.bidclips.com/features/estimates)
    - [Team Collaboration](https://www.bidclips.com/features/team-collaboration)
    - [Job Management](https://www.bidclips.com/features/job-management)
    - [Online Payments](https://www.bidclips.com/features/payments)
    - [Call Answering](https://www.bidclips.com/features/call-answering)
    - [Reporting](https://www.bidclips.com/features/reporting)
- Industries
  
  Show submenu for Industries 
  
    - [Residential Glass](https://www.bidclips.com/industries/glass-software)
    - [Auto Glass](https://www.bidclips.com/industries/auto-glass-software)
    - [Pest Control](https://www.bidclips.com/industries/pest-control-software)
    - [Painting](https://www.bidclips.com/industries/painting-business-software)
    - [Pressure Washing](https://www.bidclips.com/industries/pressure-washing-software)
    - [Handyman](https://www.bidclips.com/industries/handyman-software)
    - [Landscaping](https://www.bidclips.com/industries/landscaping-software)
    - [Window Cleaning](https://www.bidclips.com/industries/window-cleaning-software)
- [Pricing](https://www.bidclips.com/pricing)
- Resources
  
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    - [Customer Stories](https://www.bidclips.com/resources/customer-stories)
    - [Webinars](https://www.bidclips.com/resources/webinars)
    - [Free Tools](https://www.bidclips.com/resources/free-tools)
    - [Blog](https://blog.bidclips.com)
    - [Customer Support](https://support.bidclips.com)
    - [Today In Trades Podcast](https://open.spotify.com/show/2VAc7ZOouYCnbfqt7kJiYA)
- [Integrations](https://www.bidclips.com/integrations)
- [Sign In](https://providers.bidclips.com)

Open main navigation

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- Product
  
  Show submenu for Product 
  
    - [Lead Management](https://www.bidclips.com/features/lead-management)
    - [Customer Comm](https://www.bidclips.com/features/customer-communication)
    - [Client Manager / CRM](https://www.bidclips.com/features/crm)
    - [Estimates](https://www.bidclips.com/features/estimates)
    - [Team Collaboration](https://www.bidclips.com/features/team-collaboration)
    - [Job Management](https://www.bidclips.com/features/job-management)
    - [Online Payments](https://www.bidclips.com/features/payments)
    - [Call Answering](https://www.bidclips.com/features/call-answering)
    - [Reporting](https://www.bidclips.com/features/reporting)
- Industries
  
  Show submenu for Industries 
  
    - [Residential Glass](https://www.bidclips.com/industries/glass-software)
    - [Auto Glass](https://www.bidclips.com/industries/auto-glass-software)
    - [Pest Control](https://www.bidclips.com/industries/pest-control-software)
    - [Painting](https://www.bidclips.com/industries/painting-business-software)
    - [Pressure Washing](https://www.bidclips.com/industries/pressure-washing-software)
    - [Handyman](https://www.bidclips.com/industries/handyman-software)
    - [Landscaping](https://www.bidclips.com/industries/landscaping-software)
    - [Window Cleaning](https://www.bidclips.com/industries/window-cleaning-software)
- [Pricing](https://www.bidclips.com/pricing)
- Resources
  
  Show submenu for Resources 
  
    - [Customer Stories](https://www.bidclips.com/resources/customer-stories)
    - [Webinars](https://www.bidclips.com/resources/webinars)
    - [Free Tools](https://www.bidclips.com/resources/free-tools)
    - [Blog](https://blog.bidclips.com)
    - [Customer Support](https://support.bidclips.com)
    - [Today In Trades Podcast](https://open.spotify.com/show/2VAc7ZOouYCnbfqt7kJiYA)
- [Integrations](https://www.bidclips.com/integrations)
- [Sign In](https://providers.bidclips.com)
- [Get Demo](https://www.bidclips.com/request-a-demo)

[Get Demo](https://www.bidclips.com/request-a-demo?hsLang=en)

![database-solid](https://www.bidclips.com/hubfs/Web%20Assets/Feature%20Icons/database-solid.svg "database-solid")

# Client Manager

Stay organized with customer data all-in-one place

![bc-web-graphics_activity-history](https://www.bidclips.com/hubfs/Web%20Assets/Graphics/Client%20Manager/bc-web-graphics_activity-history.png "bc-web-graphics_activity-history")

**Activity history**

## Full customer history at your fingertips

Organize all customer data in one place to easily search past and current service requests, estimates, and completed jobs. Focus on your most engaged leads by tracking when a message or quote has been viewed.

[Book a demo](https://www.bidclips.com/request-a-demo?hsLang=en)

**Property & Automobile Data**

## Store property and auto data for quicker service

Easily add service requests to existing customers without having to re-enter property, auto, or insurance data. Filter past requests by property or auto to track historical services.

[Book a demo](https://www.bidclips.com/request-a-demo?hsLang=en)

![bc-web-graphics_customer-details(1)](https://www.bidclips.com/hubfs/Web%20Assets/Graphics/Client%20Manager/bc-web-graphics_customer-details(1).png "bc-web-graphics_customer-details(1)")

> ## "The ability to create a service request for a customer, have all of their information in one place where you can easily gather information and details from them, communicate in real time... and sell the job is great."
> 
> 
> 
> Caitlin Oakes
> 
> **CSR, Glass Doctor of Atlanta**

![bc-web-graphics_sales-workflow](https://www.bidclips.com/hubfs/Web%20Assets/Graphics/Client%20Manager/bc-web-graphics_sales-workflow.png "bc-web-graphics_sales-workflow")

**Easy Search**

## Provide exceptional customer service

Easily search and filter data to help you focus on your most important opportunities. Save filters to easily apply them as you work.

[Book a demo](https://www.bidclips.com/request-a-demo?hsLang=en)

### Explore More

![lead-management](https://www.bidclips.com/hubfs/Web%20Assets/Feature%20Icons/bars-progress-solid.svg)

##### Team Collaboration

Work better together

[Learn More](https://www.bidclips.com/features/team-collaboration?hsLang=en)

![calendar-week-solid](https://www.bidclips.com/hubfs/Web%20Assets/Feature%20Icons/calendar-week-solid.svg)

##### Job Management

Important job details in one place

[Learn More](https://www.bidclips.com/features/job-management?hsLang=en)

![comments-solid](https://www.bidclips.com/hubfs/Web%20Assets/Feature%20Icons/comments-solid.svg)

##### Customer Communication

Manage communications in a single place

[Learn More](https://www.bidclips.com/features/customer-communication?hsLang=en)

## Close More Jobs

Learn how BidClips helped close over $11 million in sales last year

[Request a Demo](https://www.bidclips.com/request-a-demo?hsLang=en)

[![bc-logo_white-mixed](https://www.bidclips.com/hubfs/Logo%20Assets/SVG/bc-logo_white-mixed.svg "bc-logo_white-mixed")](https://bidclips.com?hsLang=en)

We're on a mission to help you build lasting customer relationships.

- hello@bidclips.com
- 406-200-8466

[facebook-f icon](https://www.facebook.com/bidclips) [linkedin-in icon](https://www.linkedin.com/company/bidclips/) [twitter icon](https://www.twitter.com/bidclips) [instagram icon](https://www.instagram.com/bidclips)

[![](https://brand-assets.capterra.com/badge/a409db16-3a58-4701-a52c-f0b3df82f207.svg)](https://www.capterra.com/p/242343/BidClips/)

**Product**

- [Lead Management](https://www.bidclips.com/features/lead-management?hsLang=en)
- [Customer Communication](https://www.bidclips.com/features/customer-communication?hsLang=en)
- [Client Manager / CRM](https://www.bidclips.com/features/crm)
- [Estimates](https://www.bidclips.com/features/estimates?hsLang=en)
- [Team Collaboration](https://www.bidclips.com/features/team-collaboration?hsLang=en)
- [Job Management](https://www.bidclips.com/features/job-management?hsLang=en)
- [Payments](https://www.bidclips.com/features/payments?hsLang=en)
- [Reporting](https://www.bidclips.com/features/reporting?hsLang=en)

**Industries**

- [Residential and Commercial Glass](https://www.bidclips.com/industries/glass-software?hsLang=en)
- [Auto Glass](https://www.bidclips.com/industries/auto-glass-software?hsLang=en)
- [Pest Control](https://www.bidclips.com/industries/pest-control-software?hsLang=en)
- [Painting](https://www.bidclips.com/industries/painting-business-software?hsLang=en)
- [Pressure Washing](https://www.bidclips.com/industries/pressure-washing-software?hsLang=en)
- [Landscaping](https://www.bidclips.com/industries/landscaping-software?hsLang=en)
- [Window Cleaning](https://www.bidclips.com/industries/window-cleaning-software?hsLang=en)
- [Handyman](https://www.bidclips.com/industries/handyman-software?hsLang=en)

**Resources**

- [Customer Stories](https://www.bidclips.com/resources/customer-stories?hsLang=en)
- [Webinars](https://www.bidclips.com/resources/webinars?hsLang=en)
- [Free Tools](https://www.bidclips.com/resources/free-tools?hsLang=en)
- [Podcast](https://todayintrades.podbean.com/)
- [Watch Demo](https://www.bidclips.com/request-a-demo?hsLang=en)
- [Support](https://support.bidclips.com?hsLang=en)
- [Sign In](https://providers.bidclips.com)
- [Contact Us](https://www.bidclips.com/contact-us?hsLang=en)

© 2026, BidClips, LLC | [Privacy Policy](https://www.bidclips.com/privacy-policy?hsLang=en) | [Terms](https://www.bidclips.com/terms-of-use?hsLang=en)

```json
{
  "@context" : "https://schema.org",
  "@type" : "SoftwareApplication",
  "aggregateRating" : {
    "@type" : "AggregateRating",
    "ratingCount" : "30",
    "ratingValue" : "4.8"
  },
  "applicationCategory" : "BusinessApplication",
  "name" : "BidClips",
  "offers" : {
    "@type" : "Offer",
    "price" : "79.00",
    "priceCurrency" : "USD"
  },
  "operatingSystem" : "WEB"
}
```