Simplify client management.
Free yourself from spreadsheets and traditional tools.
Update
and follow-up on your clients.
Create a catalog with all of your clients and keep them up-to-date.
Your catalog allows you to access the client's dasboard which includes valuable information regarding your historical transactions.
Follow-up on project, quote and income advances.
Each client has its own dashboard where you can follow-up on quotes, projects and income.
The client's dashboard allows you to analyze historical intereactions with your client so you can follow-up on your client's relationship.
Generate a history for decision making.
The dashboard will help you know how much money your client has paid or owes you as well as project and margin information.
The information the dashboard gives you helps you know how profitable a client is for your company.
Visualizing your client margins helps you better understand if your pricing strategy or resource assignment for a client is adequate.
