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Clientlly

Solution

Growing and multi-location companies

Add branches, roles, permissions, approvals and consolidated reporting without rebuilding your processes.

Branches3 locations, one ledgerConnected
ReportAll branches combinedReady
Illustrative example with sample data.
Built for
  • Franchises
  • Multi-branch retailers
  • Regional service companies
  • Growing SMEs

How the work flows

From first contact to paid — connected

Every step writes to the same records, so nothing is typed twice and every report is current.

  1. 1

    Branches

    Add locations with their own numbering and settings.

  2. 2

    Access

    Give every role exactly the permissions it needs.

  3. 3

    People

    Manage employees, contracts and payroll across sites.

  4. 4

    Automate

    Scheduled jobs keep reminders and syncs running.

  5. 5

    Consolidate

    Report across branches from one ledger.

Bring your business workflows together

Start a 14-day free trial — no card, no lock-in. Import your customers and invoices and see the full picture on day one.