Secure, Multi-User package allows you to have a secure, shared database within one infrastructure and team. See a demo.
Next-Step Demand Feature: Demand prompt drives internal processes and requires the user to schedule the initial task needed for the client or project on project creation, and prompts for follow-up action on task completion
Tracked Billable Time: Billable feature allows you to track the time spent for each task and client, making billing and reporting fast and easy
Quick Updates with the Snapshot Screen: Allows the user to create a new tickler, update a task, record the completion of a task, add billable time, access an entire historical task record and more
Direct Communication: Retrieve client contact information and initiate tracked correspondence directly from within the ClientTickler application
Document Organization: Attach a letter, memo, list, reference, or any other working document to any recorded task and then later recall the attachment directly from the ClientTickler screen
Email Alerts: ClientTickler's Supervisor Alerts feature will automatically send an email to the user and/or a designated Supervisor advising that a task was not completed. This safety feature ensures that more than one individual can track project or client status
Q. With what operating systems is ClientTickler compatible?
A. ClientTickler currently runs on Windows XP, Windows Vista, and Windows 7. Unfortunately, ClientTickler is not natively compatible with Macintosh operating systems such as OSX. Users who wish to purchase ClientTickler with a Mac are encouraged to use software such as Parallels to create a virtual environment with which to run ClientTickler.