Retain & Monitor your existing clients by keeping them happy & progressive.
In many instances, the importance given to the existing clients is considerably less while compared with acquiring new clients. This is due to the poor understanding of the value of the client due to the lack of proper data. Your existing sales person might not be available with you next year and the new sales person find it difficult to understand the details of the existing client. We are here to address the same.
Build as you Need
We have provided you with the option to create the form based on your need. You can drag and drop and build your own from with all functions in minutes.
Get a daily reminder notification and timely reminder notification whenever you need to perform an action for a client. Never miss a followup as our system gives you a headup notification.
Our system does the work for you. Once an enquiry is added, automated email or sms can be delivered to the client. This automated action can be set for various criteria’s for every action performed.
Filter the clients based on various criterias which may be single or multiple. It is also easy to setup filters for custom created fields.
You can get the complete details about a client in one page which includes proposals, invoices, support tickets, projects, contacts, etc.,
Summary of Payments
Get to know the total invoices raised, payment received and pending payment for a client in one view.
Try It For FreeNo Card Details required
Try out the risk free trial with all the features for unlimited users and make a decision accordingly. There is no credit card or commitment required. We are sure that you will like our product.Get Started Now