• No software to install and works on PC or Mac
  • Send bulk Email & SMS
  • Nurture relationships with clients by using trails
  • Integrates with Google Calendar & Tasks
  • Access/time restrictions per staff member
  • Reporting & filtering of client information

Some of the other features include ability to customise fields specific to your business requirements; ability to categorise your clients; functionality to attach notes and files to your clients; direct access to events & tasks via your smartphone as well as full offsite backup & export of your data. View all features here.

What people are saying

ClientVault has made a huge impact to our business, we are an Architectural firm and the system has made life a lot easier. It keeps all of our employees up to date with... Read all

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Doreen Padula
neerod designs - Victoria

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