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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.
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