Your client relationship in one place
Keep track of all aspects of your client relationship
- Manage client billing, appointments, client notes & contact info
- Have clients select their own appointments from available timeblocks
- Track overdue and upcoming invoices & raise and track payment requests
Your content available anywhere
Easily create and distribute new content to your clients and peers
- Create your own worksheets with trackable client responses
- Deliver reference documents to clients and peers alike
- Clients experience your company's branding on all their documents
Collaboration
Collaborate with your colleagues and peers
- Share selected documents with defined groups of peers
- Create structured programmes of documents and video for delivery to clients
- Delegate specific functions like billing or appointments to an administrator
