Create detailed client profiles, including contact information, interaction history, preferences, and transaction records.
Schedule and automate email and SMS communications to keep clients informed and engaged.
Set reminders for tasks and appointments to ensure timely follow-ups and maintain client satisfaction.
Track key performance indicators (KPIs) related to client interactions, satisfaction, and retention.
Enable team members to collaborate on client accounts, share notes, and manage tasks collectively.
ur User Module provides the tools and features needed to manage clients efficiently, from centralized information storage to advanced analytics.