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Engage. Grow your client relationships to win more work.

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Jeremy Okia DavisPainter

Organize client contact information

Add, edit, and track clients and leads directly from your dashboard. Add client contact information to your estimates, invoices, and projects. You can use the customizable email templates to deepen your relationships.

Connect with your clients

Save time and win more referrals and sales by automating your client and lead communications.

Sell smarter and faster

Get automated reminders from Invoice2go to follow up with your clients and leads – you choose how often – and use customizable email templates to get in touch quickly.

Client communications: the answers you need to get going

Can I choose how often I am reminded to contact each client?

Yes! You select how often you want to follow up with each of your clients or prospects – whether that is weekly, monthly, or quarterly.

What templates can I use?

There is a range of templates available for you to use – including encouraging reviews, referral requests, and follow-up on estimates. Edit each one as you see fit.

Can I personalize the templates?

Yes! All templates are completely customizable. Open a template, edit, and hit save. All templates can automatically be populated with your client’s personal information, like your client’s first name, for example. 

Can I remove reminders if I don’t need them?

Yes – you decide when and how often you’re reminded to contact your clients and leads. Remove or edit these reminders at any time.

Start using Invoice2go for free

Join the 225,000 small businesses using Invoice2go, a Bill.com company, to run their business their way.