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
Tenders
- Capture
- Record
- Follow-up
- Reporting
Leads
- 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