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ClientConnect CRM
ClientConnect is a powerful and affordable client management solution available. It provides an easy CRM solution that is ideal for sole traders and small businesses looking for a contact and sales management tool to use within Microsoft Outlook ®.
ClientConnect works within Microsoft Outlook- so if you know Microsoft Outlook, you know MYOB ClientConnect. It simply becomes a feature addition of your email program.
Whether you have one or 1000 clients, ClientConnect lets you concentrate on doing what you do best- training and servicing your clients without worrying about the administrative burdens of your business.
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ClientConnect- Built for your Business:
ClientConnect is now available in three different Editions, each to match the size of your business. For smaller operators, ClientConnect will still provide you with full functionality- but it will restrict the number of client/enquiry records, Resources, Booking Types etc. Therefore you will have the ability to run your business in the same way as the larger studios. As your business grows - you can easily upgrade to a larger Edition of ClientConnect.
ClientConnect Can Reduce your workload:
ClientConnect reduces your administrative workload by automating many common tasks you perform each day. There are many little tasks and duties you must perform each day to make sure your business runs properly, from confirming bookings to following up on enquiries to collecting overdue payments. ClientConnect has been built specifically to make these and many more common tasks quick, efficient and automated.
ClientConnect Can Allow You to Service More Clients Without Increasing Your Administrative Load:
One of the keys to a successful client-based business is to make sure that each and every one of your clients receives the highest level of service consistently.
Doing this manually or with a system that was not built to do this is extremely costly and time-consuming. But what happens when your business grows and all of a sudden you have 10 or 20 clients? ClientConnect provides features such as automated follow-up tracking, mail-merging facilities that tie into business process workflows and much more that are all designed to let you provide high levels of service to all your clients.
ClientConnect Uses The Latest in User Interface Designs:
ClientConnect employs the latest user interface designs from Microsoft called the Microsoft Fluent Ribbon toolbars, which is a revolutionary new way of giving users a vast number of compelling features without overwhelming the user with busy, complicated screens.
One of the design goals of ClientConnect is to give you a powerful and flexible program whilst keeping it easy and pleasant to use.
ClientConnect Features:
- Comprehensive Booking Management- make bookings, link bookings, repeat bookings
- Client and Enquiry Record Management
- Sale of Packages
- Client Accounts Tracking
- Managing Trainer Rates and automated payroll
- Memberships Management (including term and periodic debit memberships)
- Automated Document and Records Management for Client documents
- Session Tracking
- Customised Views of Client/Enquiry Data
- Reporting
- Form Letters, Emails and SMS Messages
- Correspondence Log
- Comprehensive Security Access for Users
- Point of Sale
- Billing Capability
- SMS Reminders
- Gift Voucher Tracking
- Business Documents Library
- Business Template Library
- Backup and Restore Functions
- Custom Fields
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