CLIENT MANAGEMENT

CLIENT DETAILS

User can create client by adding basic details of the client name, logo mail address etc. User can add multiple contacts to each client. It also allows you to make direct contact through the app, by phone or email.

FOLLOW-UP ON CLIENT REQUIREMENTS

For each client user can create a follow up category and add events to it until they complete the follow-up. Follow event can be in voice or text format, and will be attached with a reminder date and time. In a single page, user can view closed and active follow ups.

ORGANIZE CLIENT MEETINGS

User can schedule client meetings within the app. This will allow you to be reminded of a client meeting and add meeting minutes with voice notes for future reference. Once the meeting is added, all calendars (Apple, Google Outlook, and so on) will be automatically updated and email will send to the client automatically.

MANAGE SALES PIPELINE

This is an important feature that will allow the user to add a list of projects with the contract value and its status that are currently in the pipeline. This allows the manager to keep track of project under pipeline for each clients and make follow-ups. At any time, a consolidated report of all clients' sales pipeline lists is also available.