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