Your clients deserve more!
Client Management Explain
As a business owner, Client Management empowers you to oversee all your client interactions from a single platform. You can handle everything from issuing invoices and quotes, to managing projects, workflows, and beyond. Once the client's details are registered in the system, they gain access to a personalised portal where they can monitor their financial transactions, submit support tickets, engage with ongoing projects, and avail of many more features.
Workflow
Clients will be able to access Contracts, Projects, Tasks and Timesheets.
Clients will have a clear understanding about the progress of a project by accessing the project overview. The relevant data exhibited in the overview section encompasses tasks, logged hours, and project members involved. Moreover, clients will be able to browse project-related invoices, participate in open discussions and file uploading and perform other relevant activities in a seamless manner.
Finance
Clients will be able to access your Quotes, Invoices, Payments and Credit Notes conveniently. Upon submission of a quote, the Client will receive an email notification with the option to accept the quote electronically by filling out their details and using our smart signature pad. Invoices can also be sent from the system directly to the Client via email, and they will have the option to pay online using a secure payment gateway or offline via bank transfer.
Client Support
The client portal serves as an interactive platform that facilitates clients to report their issues or queries by logging support tickets. This unique feature enables clients to not only submit a request for assistance but also to follow its progress. They can monitor each step as their ticket moves from initial submission through various stages of resolution. This transparency ensures they are aware of the actions taken to address their concern and the status of their request, promoting clear communication and improved service experience.
Other Features
Clients will be granted the privilege of utilising additional features like Events and Notice Boards. The Events feature empowers you, as a business proprietor, to extend invitations to your clients for a myriad of occasions such as meetings, special events, and more - the potential is limitless. The Notice Board feature provides a platform for broadcasting crucial information to your entire client base.
