Know what is happening with your clients in place.
Capture all client activities and tasks in one integrated platform.
Key features include :
- Capture File Notes, Calls, Meetings, E-Mails & Tasks
- Assign tasks to people and/or teams
- Rolling file notes against Groups and Clients
- Views to monitor and report on activity
- Notifications for due, overdue and task assignment
Outlook e-mail and diary integration coming later in the year.