Client Management

  • Prospective customer easy input using mobile phone
  • Record name card and images while still at the meeting
  • Using the preset Sales Process to indicate the stage
  • Assign staff to follow up with the potential client
  • One touch to see all the contacts and development history
  • Setup to send periodic announcement to keep up the image
  • One-touch to view all past and present activities of a client
  • Special Service Record function to record all contacts
  • Secured communication channel to “talk” to client
  • View all outstanding jobs as well as related jobs
  • Newsletter mailing function to keep in touch with the client
  • On-line file cabinet to store all permanent files
Finance Management ->