There are over 27 million hard-working small businesses in the US. For many of those specially skilled business owners, documenting process, on-boarding and training employees and meeting client demands are overwhelming. ClientTickler task management software supports even the most complex business process and functions, and is customizable for any industry where customer interaction is key.
ClientTickler replaces paper sticky notes and complicated legal software with an interactive “to-do” list. Legal professionals can use the program to manage client tasks, key due dates and deadlines. The unique Command function enables proactive planning by asking you to replace a completed task with a new scheduled task. The Snapshot screen provides a list of events or history for each client, as well as information for phone, email or written correspondence.
ClientTickler’s interactive calendar-driven system helps sales professionals stay on top of customers, prospects, partners and more with a series of logged tasks and follow-up that supercharges productivity. Reduce paperwork. Create automatic daily call-down lists. And, stay on top of dates to add a personal touch to communication. Email, letter and post card templates save time and make you look polished.
ClientTickler is the perfect tool to keep track of your customers’ orders, projects, milestones, special needs and service records. Use email and post card reminders for promotions, or custom sales templates for lead follow-up. Speed your sales process with new customers with templates that help you give the same excellent service to all. Personal ticklers for birthdays or anniversaries keep you top-of-mind so clients return again and again.
Solidify your reputation as the most responsive contractor or engineer by depending on ClientTickler to manage your projects. The proactive Command function prompts you to replace a completed task with a new scheduled task. ClientTickler's easy customizable features for construction and engineering make plans, permits, scope development, walk downs and more a snap.
ClientTicklers’ interactive calendar will assist you in successfully staying on top of your property lead requests, customer paperwork and more. Track new properties from listing to escrow with ClientTickler’s unique feature of keeping your projects perpetually moving forward. Customize ClientTickler to manage appointments and deadlines. Leverage communication features to manage small post card and email campaigns.
Parents and students juggle sporting events, appointments, school meetings, homework, date nights and much more. Any task on your to-do list can be managed and accomplished through ClientTickler. Keep track of classmates, club memebers, neighbors and more with ClientTickler's easy-to-use database. Your busy schedule has never been more manageable for the entire family.