Client Management
The cloud-based customer relationship platform serves as a secure storage for client data and manages all relevant information. Moreover, it serves as a software for Project Management, empowering businesses to optimize their operations and boost efficiency. By providing encrypted storage for personal data, the platform ensures the privacy and protection of sensitive information.
The inclusion of KYC data completion and document linking capabilities in the customer relationship platform elevates the tool's functionality, making it an all-encompassing solution for businesses to meet regulatory compliance requirements. Moreover, the data stored in the customer relationship platform can be utilized for various purposes such as sending invoices, promotional emails, and more, enabling businesses to engage with clients in a personalized manner. Smart Admin's customer relationship platform is a valuable asset for businesses looking to enhance client interactions and drive revenue growth through improved customer satisfaction.
The client management system is integrated with the lead tracking software. The customer service management system is designed to automatically send notifications upon registration with the system. Once a lead has been identified as a potential source of revenue, it can be added to the system for further project management. Soon after the completion of work, the project management software with invoicing option generates invoices and subsequently followed by the issuance of receipts. This comprehensive process ensures the generation of a complete statement of accounts in the client management software.
