Client management software
Set up workflows and implement best practices of client relationship management: build custom client profiles, monitor client activity and set up tasks.
How it works
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Set your working hours, services, and pricesLearn more
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Get paid online via Stripe or PayPalLearn more
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Hold appointments online or onsiteLearn more
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Build long-lasting client relationshipsLearn more
Build strong
relationships
with your clients
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Increase client satisfactionCollect feedback and keep it in one place thanks to software for client management.
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Dedicate more time to your clientsHold more meetings by saving time on routine management tasks.
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Speed up communicationProvide fast support to your clients through meeting rooms.
47% of companies that use CRM systems report its positive impact on client retention.
Start using ExpertBox CRM now!
Manage your client relationships
Improve communication with clients, implement personalization, and establish long-term connections with a CRM system from ExpertBox.
Go paperless, easily access and manage client details
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Build custom client profiles
Manage client profiles with ease by importing CSV files or adding data manually. Create custom fields to gather the most relevant information.
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Stay tuned to your clients
Use client tracking software to access the historical data of all bookings, payments, chat history, and other interactions.
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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.
Go paperless, easily access and manage client details
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.
Provide the best client experience
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.
Provide the best client experience
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Collect intake forms and consent before meetings
Get information up front to prepare for your meeting and deliver the best client experience.
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Send files to clients as needed
Share files, such as legal agreements, intake forms, and any document with your clients at any time you wish directly from a client profile.
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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.
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Get feedback from your clients
Let your clients rate you and your experts and leave feedback so you can improve your services.
Empower your team workflow
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Create tasks to work in sync
Ensure you are on the same page with your team by assigning tasks with due dates to team members, connecting them to specific clients.
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Manage access to information
Assign clients to experts and share access to information to client data, documents and tasks only to those who really need it.
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Add team-visible notes to client profiles
Work as a team with more efficiency using secure notes that can be shared with your colleagues in case it’s necessary.
Empower your team workflow
Start today for free!
No credit card or commitment required.
Why ExpertBox?
Learn why ExpertBox stands out from competitors
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Fits any business A feature set tailored to the needs of any Expert. -
Easy to scale Add new features as your business grows. -
Secure GDPR & HIPAA compliance and SSL keep your data safe. -
Supports integrations Use the tools you like within ExpertBox. -
Accessible from any device Be flexible working via your computer, phone, or tablet. -
Solid support Our support team will quickly address any concerns.
What experts say about ExpertBox
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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.
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Felicia Hall
Psychologist
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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.
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Christina Norton
Financial Consultant
One tool for many tasks
Explore more features to build strong client relationships.
Automate your bookings
Set your working hours and prices for your services. Let your clients book appointments online at any time.
Hold appointments
Provide secure HD video appointments. Communicate with your clients and team even on the go.Build strong client relationships
Keep all client data in one CRM. Let clients control their bookings, payments, documents, and chats.Scale your business
Create a team to grow your business. Delegate tasks and reduce your workload.
Keep all clients in one place
and boost your client relationship easily with the ExpertBox CRM!
Start your 14-day free trial today.