Keep client information organized and easy to access to better anticipate clients’ needs and optimize the customer experience.
Access your client list to see all upcoming events or sort the list to find rescheduled or canceled meetings.
Choose a client by name to get a list of past and future meetings. See client details to better prepare for your upcoming meetings.
Go to the meeting room straight from the client details card to see your message history and appointment details. With quick chat access, you can send urgent information or share files before and after the meeting.
No credit card or commitment required.
Easily access the data you need from your mobile or tablet.
Need a hand? From onboarding to troubleshooting, our support team will address your concerns in no time.
Whether you’re a solo expert or a team of professionals, achieve your business goals with advanced settings and an individualized design.
The ExpertBox team works hard to ensure you and your customers can securely exchange information.
Explore more features to build strong customer relationships.