Manage all client activities from your mobile. Create client groups & client wise login credentials to add or remove client’s information. Search clients using variety of filters & generate group-wise reports, invoices, and receipts.
Client Management Module is a key module of an Accounting Practice Management Software. It centralizes and manages all the information about your clients, making it easy to track their progress with you from start to finish. It can also be termed as your firm’s greatest assets and helps you maintain actual relationships with your clients. It helps you logically organizes and stores all client interactions in a single, customizable location enabling you to record, access, and monitor every detail of client activity in your office.
Manage real-time client activities at your fingertips
Manage clients that are related by ownership or financial structure
Group-wise client login management system
Maintain client documents with client database management
HIGHLIGHTS OF CLIENT MANAGEMENT TOOL
Powerful Client Management Module to Simplify & Scale Client Relationships
Add clients to group with certain key demographics to filter
Add new clients with their basic details
See detailed database of each client or group of clients
Cancel or complete particular client’s and notify them as well as admin
Add detailed discussion of client’s visit at your office
See details of visitors using appropriate filters
