Before implementation of Clientware CRM begins, we work with you to analyze your specific requirements. This includes reviewing your existing systems and laying out an implementation process.

Key decisions will be made regarding issues such as:

• The presentation of relationships within the Clientware contact module
• Your file folder architecture
• Categories of history notes
• Custom contact attributes
• Shared and private lists

It is important to fully consider the setup of Clientware before implementation, as this will determine the future value of reports produced by the system.