Client Management
Client management system is developed almost for any business. It is actually used to manage, store and process information on your client details. It helps to easily access and search your client details at the click of a button. Client management system is networked and can be used by multiple users. WebERP4's Client management system is fully scalable and customized as per business requirements.
Key Features
Add manage clients and their information
Clients can be categorized as permanent and temporary
Group clients by their relationship and profile
Save Clients projects information
Accessible to employees who has customer contact
Saves Client notes and appointments
Reminds or send alerts of client appointments
Search clients information in alphabetical order
Search client information with company name, client name, contact person name, email or domain name
Shows total number of clients
User can suspend a client or inactivate client information from the application
Client quotation and invoices are saved as a pdf file and can be viewed
Client information can be edited, viewed and copied
Follow up information can be viewed
Instant messaging through email or SMS can be done from this application
All Clients can be managed as Active and In-Active country wise
Clients website URLs can be save and viewed
Service provided information to the client can be viewed
Benefits
Easy to use
Need minimum expense and training for a non computer savvy staff
Convenient to save all your clients information at the press of a button
WebERP4 can be accessed anytime, anywhere and on any device
Accessible to employees who has customer contact
Total clients information is saved in one application
Helps organization to become customer focused
No need for a full time administrator
Ability to add clients, easily and flexibly
Fully customizable
Fully scalable
