Integrated with Projects, Engagement Calendar and Invoice, Client tool enables you to connect to ongoing tasks while conveniently managing your client portfolio.
Easily build an unlimited contact circle, grow your network and expand your business. With its sleek flip card and grid view display, save time from searching your list by using the filter search and quick browse tool.
Never miss important schedules by creating and tracking events within the client module. Establish seamless communication and better relationship with your clients with the single-glance client profile. Centrally manage your projects by tracking and monitoring them within the specific client window.
Expand your business by engaging and tracking prospective projects from client updates. You can also view your clients' contacts through social media integration.
Stay organized by storing important documents such as contracts, files, and images on the client information tool.
Client tool also incorporates your business side on the cloud. Check out leads, collaborate with different people and manage your invoices and billing collection in one platform. Have an overview of your performance assessment by tracking and monitoring reviews of your clients and improve your services.
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