Centralized Client Database: Keep all client information in one place for easy access and management.
Task Management: Assign and track tasks related to specific clients, ensuring nothing falls through the cracks.
Appointment Scheduling: Integrate with calendars to schedule and manage client appointments seamlessly.
Client Communication: Use built-in tools for email, SMS, and call tracking to maintain consistent and effective communication with clients.
Detailed Reporting: Generate detailed reports on client activities, interactions, and outcomes to measure success and identify areas for improvement.
Client Portal: Provide clients with a personalized portal for accessing their information, documents, and project updates.