Client management software

Keep client information organized and easy to access to better anticipate clients’ needs and optimize the customer experience.

No credit card or commitment required.
Client management software

How it works

  • Get details from clients when they book appointments
  • Store and manage all client information in one place
  • Maintain effective communication with clients

Build strong
relationships
with your clients

  • Increase customer satisfaction
    Collect feedback and keep it in one place thanks to software for client management.
  • Dedicate more time to your clients
    Hold more meetings by saving time on routine management tasks.
  • Speed up communication
    Provide fast support to your clients through meeting rooms.

Manage your client relationships effectively

Go paperless, easily access and manage client details

Go paperless, easily access and manage client details

Manage all your clients in one place

Use client tracking software to access your client list and view all upcoming, rescheduled or canceled meetings.

View client details and booking histories

See a full list of past and upcoming client meetings and cancel or reschedule them if necessary.

Provide quick support to clients anytime

See your message history, send urgent information or share files before and after the meeting to keep in touch with your clients.

Choose what sort of client information you need

Manage client profiles with ease by adding custom fields so you can gather the most relevant information.

Provide the best client experience

Review intake forms before meetings

Collect information up front to prepare for your meeting and deliver the best client experience.

Access notes about clients to stay in the loop

Use online client management software to make notes during your meetings to refresh your memory later and analyze the outcomes.

Get feedback from your clients

Let your clients rate you and your experts and leave feedback so you can improve your services.

Provide the best client experience

Save time and be more productive

Save time and be more productive

View files shared with or received from your clients in one place
Plan activities to achieve the best result
Get consent for providing your services

Start today for free!

No credit card or commitment required.

Manage client information from any device

Easily access the data you need from your mobile or tablet.

Why ExpertBox?

Help Center Step-by-step guides and useful articles to help you get started Learn more Contact Us Ask any question and get a thorough answer from our experts Learn more

Solid support

Need a hand? From onboarding to troubleshooting, our support team will address your concerns in no time.

Easy to scale and customize

Whether you’re a solo expert or a small business client management software will help you achieve your business goals with advanced settings and an individualized design.

Proven security

The ExpertBox team works hard to ensure you and your customers can securely exchange information.

GDPR compliance
HIPAA compliance
SSL encryption

Ready to get started with ExpertBox?

One tool for many tasks

Explore more features to build strong customer relationships.

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