How can ClientTickler help your business?
A modern take on a classic system
Long used in the legal field, the Tickler system is a tried-and true means of task management, but that doesn’t mean we couldn’t think of a few ways to update it for the modern world. ClientTickler is packed with the exciting new features you need to run your business. You can access your schedule on the go. Keep track of Client information. ClientTickler is designed to help you stay on track, on task, and on time.
We strive to make ClientTickler as accessible as possible, so you aren’t anchored to your desk. Need to update your contacts at home? Access ClientTickler from your home computer. Want to reschedule a meeting on the go? You can do it on your phone. With ClientTickler, you can stay up to date anytime, anywhere!
Business is not an individual sport, so it’s key to find the tools that will help your team work together. ClientTickler is exactly that sort of collaborative task and client management system—users can share notes, assign tasks, and more. ClientTickler will help each employee stay on top of their projects, ensuring the whole office runs smoothly.
Business owners don’t have time to waste, so ClientTickler is designed to keep client data in a central location with our Snapshot view. A Snapshot page tracks client contact info, open ticklers, completed ticklers, associated projects, and employee notes all in a single convenient page!
Calendars are great for managing your schedule, but they aren’t always the right tool for the job when it comes to tracking multiple clients It can often be difficult to use a calendar to track several events on a single client. ClientTickler fixes this problem with the Tickler List–a sortable, filterable list of open tasks to help you drill down and focus on specific clients or projects.
Daily Summary Emails
The hallmark of the original Tickler system was the index card summarizing all you had to do on a given day. With ClientTickler, that same daily summary is delivered straight to your inbox each morning. Not a fan of inbox clutter? Don’t worry–it’s optional!
ClientTickler offers businessperson a secure online repository for client information, using industry-standard TSL 1.2 encryption to transfer data to our secure hosting servers. Client or contact data is stored encrypted on our servers, meaning that only you can access your data.
Business doesn’t wait, so any businessperson needs to keep moving forwards. ClientTickler is designed to encourage just that kind of proactive thinking by prompting users to plan ahead as they enter new Clients or complete Ticklers for existing clients.
ClientTickler is designed to be simple, yet powerful. The interface is clean, smooth, and elegant, complete with a color-coding system allows you to quickly identify the most important tasks.
With ClientTickler, users can create “links” between separate clients and projects. This tool is invaluable if you work with multiple separate employees for a single company or have multiple ongoing jobs for a particular client.