Client/contacts and leads management

Streamline client interactions, centralizing data from various to build stronger relationships and improve sales outcomes. This software helps manage and record communication, manage leads more effectively, and deliver personalized customer experiences, fostering loyalty and driving growth.

Manage client details and interaction

Record contact details

Add, edit details

Upload documents such as contracts


  • Capture
  • Record
  • Follow-up
  • Reporting


  • Record details
  • Follow up
  • Products needed
  • Reporting

Manage meeting schedules

  • Calendar bookings
  • Add meeting information
  • Add meeting notes, record meeting members


Manage managers

  • Set client managers
  • Draw managers reports
  • Create continuity

Software integration

  • Link clients to project management software
  • Intoweb Financial software