Commercial

Client Management

Know your clients. Win their trust.

Client contact directory with ABN verification, credit terms, tier classification, and relationship tracking across all projects.

Every client record includes ABN verification, payment terms, and project history. Classify clients by tier (key account, regular, new) to prioritise relationship management.

Link clients to tenders, projects, and invoices for a complete relationship view. See which clients generate the most revenue, which pay on time, and where to focus your business development.

Key benefits

ABN verification and business detail lookup

Credit term and payment tracking

Client tier classification for relationship management

Full project and tender history per client

Revenue and payment performance analytics

Contact management with multiple representatives

How it works

1

Add your clients

Create client records with ABN verification. Set credit terms and tier classification.

2

Track relationships

Link clients to projects and tenders. Record interactions and key contacts.

3

Grow strategically

Analytics show your best clients, payment patterns, and growth opportunities.

Related features

Tender Pipeline

Win more work. Track every bid.

Financial Tools

Budgets, claims, and costs — under control.

Project Management

Every project. Every phase. Total clarity.

Start your free trial

Experience client management and every other BuildRite module free for 60 days. No credit card required.