Client Management


Choose how much detail each level of user can see. Give an autonomous approach to your company and allow operatives to market your business on the ground, day to day, add new clients and book in quotes for you to see in realtime and follow-up instantly.

 

  • Empower your workforce: Allow the operatives working at ground level to generate new leads, provide quotes and quickly convert to current clients.
  • Use geolocation to target specific areas and establishments to send out your marketing materials and book appointments to expand your client base.
  • Use accurate geocoding for job  and client locations
  • Track and record all communication via emails, SMS messages and other notes in one place.
  • See all financial information