Gather all the information for tasks in a template to ensure the instructions are complete and to make them easily accessible for your entire team.
No more time wasted explaining your clients' expectations to each employee and enhance your follow-up with each client.
Never miss any deadlines and follow every task to ensure timely delivery and smooth execution.
When a client calls, you will know instantly who is working on the project and where you stand. Managing customer relationships has never been easier or more rewarding.
Take the time to anticipate important decisions and prepare for your next client meeting. Analyze the profitability of the account in one click, respect of deadlines and identify challenges to be addressed.
Zoom in on the issues at stake for a task, or take a step back and look at all of their projects. It's as easy as one click.