Feature Packed & Benefit Driven

Top Features

 

• ​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

Valuable Benefits

 

• Retain Clients:  Clients will be pleased with your proactive ability to manage their projects and relationships, and to keep in touch with them at critical personal times such as birthdays or anniversaries
• Increase Revenue:  Recording time for each task allows the user to keep track of all time spent on each client project
• Leverage Efficient Workflow:   Manage all tasks across your client base in one easy-to-use interface.  Handle all tasks for each day and easily add new upcoming deadlines, events or tasks
• View Project or Client History:  ClientTickler automatically logs all tasks & events for immediate access, with a description of each task and what was said and/or done for tracking, reporting and legal documentation purposes
• Gain Peace of Mind:  Rest assured knowing all client data including upcoming tasks, hours spent, project notes, deadlines and more is well in hand.  Nothing slips through the cracks and no dreaded feeling at 2:00 a.m. that you forgot a critical client follow-up.