1 |
Add manage clients and their information |
2 |
Clients can be categorized as permanent and temporary |
3 |
Group clients by their relationship and profile |
4 |
Save Clients projects information |
5 |
Accessible to employees who has customer contact |
6 |
Saves Client notes and appointments |
7 |
Reminds or send alerts of client appointments |
8 |
Search clients information in alphabetical order |
9 |
Search client information with company name, client name, contact person name, email or domain name |
10 |
Shows total number of clients |
11 |
User can suspend a client or inactivate client information from the application |
12 |
Client quotation and invoices are saved as a pdf file and can be viewed |
13 |
Client information can be edited, viewed and copied |
14 |
Follow up information can be viewed |
15 |
Instant messaging through email or SMS can be done from this application |
16 |
All Clients can be managed as Active and In-Active country wise |
17 |
Clients website URLs can be save and viewed |
18 |
Service provided information to the client can be viewed |