From a single client email to a mass marketing campaign, Client Focus keeps you in touch.
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Manage your tasks, store documents and keep in touch with clients all from one easy system. Client Focus fits seamlessly into your work processes with Microsoft Office integration. The CRM means you can quickly identify who you've contacted, and barcode functionality lets you track a document - from you to the client and back again.
Send targeted email and SMS.
Create professional marketing and communication emails for bulk distribution. Email or SMS your clients individually, or by interest group. Schedule SMS alerts for future events.
Put it in the diary.
Record and schedule client meetings, categorised by type and location. Workflow functionality means you stay on top of all scheduled tasks - client and staff related. Meetings stored against the client give you a historical record of appointments, and provide a reference for fee calculations.
Keep a history.
Store all correspondence, attachments, and file notes against your clients to record an audit history of all client communications. Barcode functionality tracks the life of a document through your workflow. Email notifications ensure you are alerted when a new file note is added for your clients by anyone in your business.
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Features
- Create correspondence templates and ad-hoc letters
- Supports email and SMS
- Store file notes, documents and attachments
- Record diary appointments
- Microsoft Office integration
- Manage tasks and workflow
- Co-ordinate marketing campaigns
Product: XPLAN Client Focus
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"Client contact history - at a glance."
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