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