Client Management
WebERP4's Client Management application can be fully customized and scaled to the needs of your business. It is used to manage store and process information about your clients and helps users to easily access and search a client's details at the click of a button. Our application is networked and can be used by multiple users.
Key Features
- Add / manage clients and their information
- Categorize clients as permanent or temporary
- Group clients by their relationship and profile
- Save Clients projects information
- Accessible to employees who interfaces with the customer
- Saves Client notes and appointments
- Reminds or send alerts of client appointments
- Search clients' information in alphabetical order
- Search client information by company 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 quotations and invoices are saved and viewed in PDF format
- Client information can be edited, viewed and copied
- Follow up information can be viewed
- Instant messaging via email / SMS through this application
- All Clients can be managed as ‘Active' and ‘In-Active'
- Clients website URLs can be saved and viewed
- Easy to use
- Need minimum expense and training for non-computer savvy staff
- Convenient to save all your clients information at the press of a button
- Accessible to employees who interface with the customer
- All client-related information is saved in one application
- Helps the organization to become customer focused
- No need for a full time administrator
- Ability to add clients, easily and flexibly
- Fully customizable and scalable
- WebERP4 applications are web-based and accessible anytime and anywhere in the world