All of your users can access a single, central, and always up-to-date client database.
Using our client dashboard, you gain a window to all your client activities, you can check the status of your conversations, see all sales, track your projects, and manage your records.
Export out your contact in an Excel format for easy mail merging and more detailed analysis.
Automatically add contacts into your database via email.
Slice and dice your companies and contacts, and save search queries for each reuse with filters.
Create custom fields against companies and contacts, and segment companies and contacts into lists, helping you to organize and maintain your database the way you want to.
A client database is a central location to keep track of your client data, their contact details, work that is scoped or completed for your clients, and any other relevant information concerning your client's relationship with your company.
A client management tool helps you manage the work you do for your clients. From building out a CRM, to managing Projects, ongoing work, ad-hoc work all the way through to billing for that work.
A client database is mostly used to lookup a customer record, either to inquire about any work that is being done or has been completed in the past. It is also used to track the correspondence and project history with that client as they work with different account managers and team members across your organization over the course of their relationship with your company.
The purpose of a client database is simply to help you achieve customer success. When all of your customers' records are in one place and accessible to your entire team, you can make sure no client work falls through the cracks.