Set up workflows and implement best practices of client relationship management: build custom client profiles, monitor client activity and set up tasks.
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Improve communication with clients, implement personalization, and establish long-term connections with a CRM system from ExpertBox.
Manage client profiles with ease by importing CSV files or adding data manually. Create custom fields to gather the most relevant information.
Use client tracking software to access the historical data of all bookings, payments, chat history, and other interactions.
See your message history, send urgent information or share files before and after the meeting to keep in touch with your clients.
Manage client profiles with ease by importing CSV files or adding data manually. Create custom fields to gather the most relevant information.
Use client tracking software to access the historical data of all bookings, payments, chat history, and other interactions.
See your message history, send urgent information or share files before and after the meeting to keep in touch with your clients.
Get information up front to prepare for your meeting and deliver the best client experience.
Share files, such as legal agreements, intake forms, and any document with your clients at any time you wish directly from a client profile.
Use online client management software to make notes during your meetings to refresh your memory later and analyze the outcomes.
Let your clients rate you and your experts and leave feedback so you can improve your services.
Get information up front to prepare for your meeting and deliver the best client experience.
Share files, such as legal agreements, intake forms, and any document with your clients at any time you wish directly from a client profile.
Use online client management software to make notes during your meetings to refresh your memory later and analyze the outcomes.
Let your clients rate you and your experts and leave feedback so you can improve your services.
Ensure you are on the same page with your team by assigning tasks with due dates to team members, connecting them to specific clients.
Assign clients to experts and share access to information to client data, documents and tasks only to those who really need it.
Work as a team with more efficiency using secure notes that can be shared with your colleagues in case it’s necessary.
No credit card or commitment required.
Learn why ExpertBox stands out from competitors
As a psychologist, I often look for ways to use an individual approach to every patient, so ExpertBox CRM is a lifesaver for me. ExpertBox team ensured their system is HIPAA-compliant, so whenever I need to access protected health data, I can safely do it, and I have no worries as it's securely stored.
Show moreFelicia Hall
Psychologist
When I looked for a CRM platform, I needed a place where I could collect and store all the necessary files, filled intake forms, and review communication history. ExpertBox is the tool that covered all of these tasks, becoming invaluable in building effective communication with clients.
Show moreChristina Norton
Financial Consultant
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