Clientware Products - Software for Service Professionals

By: Integrated Datatools  09-12-2011
Keywords: contact management, Practice Management Solution

Manage the wealth of information associated with your clients and contacts with Clientware CRM

Clientware CRM is a powerful, easy to use contact management platform designed to manage the unique activities of your professional service firm.

Using a single point of entry for all your day-to-day activities, you can:

  • Document interactions with clients
  • Manage projects
  • Track tasks and collaboration between staff.

Clientware CRM allows you to centralize the many silos of information within your firm including management of contact information, important dates, contact history, file locations, and mailing lists.

What's more, Clientware CRM provides a seamless upgrade if you require the additional practice management features of Clientware Pro.

All the rich features of Clientware CRM extended into a fully integrated practice management solution

Manage the flow of work within your firm, from beginning to end with:

  • Creation of projects and assignment of billable and non-billable tasks
  • Easy recording of time and disbursement charges
  • Extensive reporting capabilities
  • Detailed review of WIP
  • Fast, sophisticated invoice creation
  • Management of AR

Work on your firm, not simply in your firm. Clientware Pro provides the valuable performance indicators and metrics necessary to manage and benchmark the overall growth and development of your practice.

Keywords: contact management, Practice Management Solution

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