Digital Customer & Client Records

A digital customer or client record is a central place where all relevant information about a customer or client is stored, managed, and monitored. Think of personal data, contact information, appointments, documents, notes, billing details, and historical overviews. Digital records replace paper folders and scattered files, ensuring faster, safer, and more efficient operations.

Planpoint makes it easy to centralize all that data and link it to your staff scheduling, time tracking, and reporting. Your employees always have access to up-to-date client/customer information, directly connected to their schedule.

Client records are digital work files where you gather all important information about a client. In sectors such as home care, family care, or supplementary care, these records include not only basic details but also care schedules, observations, medical notes, situational descriptions, and follow-up tasks.

With Planpoint, you manage client records directly from your planning environment. Your staff instantly sees who needs which type of support, when, and where. Evaluations, documents, and care information are stored securely and can be accessed immediately—even on-site.

A client record covers all relevant details about a client: from contact information to personal preferences, social context, and administrative data. A care record is a more specialized type that focuses on medical and care-related information: care needs, performed actions, evaluations, certificates, etc.

With Planpoint, you can easily combine both types into one clear system. You decide which information is essential for your services, whether you’re working in family care, home nursing, or technical support.

Digital customer & client records offer clarity, efficiency, and accessibility. No more scattered papers or separate files—just one central place where all data comes together. You save time, prevent mistakes, and provide more professional follow-up for your clients.

Planpoint goes one step further: the client record isn’t just a static file, but a dynamic working tool connected to your scheduling, performance, and reporting. You can log notes, actions, or evaluations and track follow-ups and appointments—all in one place.

Digital customer and client records are valuable for care organizations (such as home care, family care, elderly care), technical service providers, cleaning companies, maintenance teams, and other organizations where client-oriented follow-up is key.

Do you work with clients or customers on location? Then digital records through Planpoint are a smart choice. Your staff has the right information at hand while on the move or working from home, and you maintain full oversight.

The cost of digital customer and client records depends on the size of your organization, the required features, and the degree of integration with other processes such as scheduling, time tracking, or HR management.

But the real question isn’t “what does it cost?”—it’s “what does it deliver?”

Why use separate tools for scheduling, client follow-up, and reporting if it can all be integrated? Separate tools are often more expensive, create duplicate data entry, and lack a complete overview.

Planpoint combines everything in one platform: digital client records, staff scheduling, follow-up, and invoicing. This isn’t only more efficient and user-friendly—it’s also cost-effective and scalable to fit your organization’s needs.

Because Planpoint offers more than just registration. In Planpoint, your customer and client records become a powerful tool that connects to your scheduling, follow-up, and service delivery. You log observations, actions, or (care) tasks directly into the record, linked to your staff.

In addition, you benefit from smart features like postal code grouping, situational overviews, care schedules, and automatic calculation of client contributions. Everything you need, integrated into one platform.