ClientDesk
Every client, every follow-up, nothing forgotten
A customer relationship tool for advisors, agents and professional practices: the client history, the next action and the date it is due, in one list.
Price
From KES 2,500 a month per user
What it is
Most client relationships are not lost to competition. They are lost to a follow-up nobody remembered.
What it does
Everything included
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One record per client
Calls, meetings, documents and decisions in date order, readable by whoever picks the account up.
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Follow-ups that surface
Set the next action when you finish the last one. Today's list is the first thing you see.
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Renewals and expiry dates
Policies, contracts and licences with a reminder far enough ahead to act on.
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Shared, with limits
Colleagues see what they need to; sensitive notes stay with the owner.
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Works on a phone
Log the call from the car park, not from memory that evening.
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Import what you have
Existing spreadsheets and contact lists brought across at set-up.
Questions
About ClientDesk
Can I move my existing client list in?
Yes. Spreadsheets and contact exports are brought across at set-up, and we check the count against what you had.
Can my colleagues see my clients?
You decide. Some practices want everything visible so anybody can cover; others keep notes private to the person who owns the relationship. Both are configured at set-up.
Does it work on a phone?
Yes. Logging the call from the car park rather than from memory that evening is most of the value.
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FleetTracker
Delivery and fleet tracking: proof of delivery captured at the door, customers told automatically, and cost per trip rather than per month.
Priced to your needs
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