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Client Minder has been created to meet the need for a simple to
use, yet powerful web-based customer relationship management (CRM) system. There are several CRM packages about,
but most are single-PC based, which makes them unsuitable for collaborative teamwork and difficult
for a sales manager to use to effectively manage the salesforce. The few that are web-based are
generally expensive, complicated and not easy to use without extensive training.
Client Minder bridges the gap between single user PC-based systems
and expensive web-based multi-user systems.
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If you would like a month's free trial of Client Minder,
click on "Contact Us"
and provide us with your contact details.
We will then set up a trial account and email you with your log in details.
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Key Features
- Extensive filtering facilities see only the records that you want to see
- Four different types of summaries different information for different purposes
- Full "page per client" views enter as little or as much information as you want
- Search-engine style search facility get to the desired client record quickly
- Auto-highlighting of due and overdue dates never miss an action again
- Two level sorting by numerous key items sort the summary pages to suit your needs
- Financial totalling (incl. likely £ x probabilities) see how much your records add up to
- Sales pipelines chase yourself or your staff along the sales pipeline
- Last contact date tracking keep track of the various contact dates for each client
- Record cloning adopt other peoples shared clients and easily enter new clients
- Multi-level sales manager review modes see all your team's records
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Key Benefits
- Very easy to use - no configuration or installation required
- Access your data from anywhere in the world over the internet
- Sales managers can see what their teams are doing
- Priority system allows you to focus on important prospects or clients
- Share records for collaborative projects with other users
- Keep track of subcontractors and referrers
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