Client Management
Store clients automatically from conversations so your pipeline is visible and ready to bill.
- Add and update clients from chat
- Know balances and client status quickly
- Save time on manual data entry
OnTheGo by MtejaPro — Now in Beta
No more scattered chats. Every deal, meeting, task, payment, and follow-up becomes structured and trackable.
View everything in your private web dashboard anytime.
OTG makes sure nothing important in your business lives only in chat.
1) Your team works in WhatsApp. 2) OTG captures and structures the action. 3) You see organized data in your web dashboard.
No new app. No behavior change.
Store clients automatically from conversations so your pipeline is visible and ready to bill.
Add OnTheGo to your team WhatsApp group and it captures activities and tasks automatically.
No more “we talked about it somewhere.” Agreements are saved and easy to retrieve.
Track what is paid, what is pending, and what needs follow-up without spreadsheet chasing.
OnTheGo only turns operational instructions into records. It doesn’t interfere in your conversations.
Log into your secure web dashboard to see everything in one place and act faster.
Nothing gets lost in chat.
Track invoices, debtors, and payment follow-ups from the same WhatsApp flow your team already uses.
Run case and hearing workflows with client billing actions inside one legal-ready conversation layer.
Handle rent and payment workflows in WhatsApp while preserving clean records for operations.
Monitor deadlines, retainers, and compliance risk from one command center conversation stream.
OnTheGo knows the difference between a quick check and a financial transaction. Everyday actions happen instantly. Anything that touches a client, records money, or changes a record tells you exactly what it's about to do — and waits for your go-ahead.
Not random automation. Not another app to manage. Not a complicated ERP.
Start structuring your business today and get full visibility on money, follow-ups, and team execution.
General Business · Law Firm · Property · Accounting · No app download needed