All about managing the relationship with your clients.
16 articles in this collection
Nikita T , Amit G , Bhavik B , Jinisha G , Kinjal R
Add information and create the Client manually in the system
Written by Nikita T
14 May 2020
You can add the contact person details of your Client into the system.
15 May 2020
Capture any information about Clients like communication, key points, summary, etc.
Written by Amit G
Set up a call reminder for the Client so you never miss the call.
18 May 2020
Record the summary of calls into the system with the help of the Call History option.
Send email to the Clients from the system.
Send mass emails to clients and do the best engagement with Clients.
Written by Bhavik B
Show the complete activity with respect to the Clients including emails, notes, tasks, etc.
Written by Jinisha G
See the communication with Clients into the system.
You can manage the views of the Client screen.
Start sending text messages to the Clients on their mobile phones.
21 May 2020
This is an auto-generated report for the activities performed for clients’ jobs. It contains live reporting.
Store the eCopy of Important Documents
31 July 2020
Edit the existing client information with easy steps.
Written by Kinjal R
11 August 2021
Create tasks for your team to have better control over the work process of communicating with Clients.
27 September 2022
Block candidates who are already hired by an existing client, to not process them for jobs of other clients.
10 November 2022