Client management

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

No credit card or commitment required.

How it works

Increase customer satisfaction

Keep information in one place so you may use it to increase customer satisfaction.
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 all your clients in one place

Access your client list to see all upcoming events or sort the list to find 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.

Manage all your clients in one place

Access your client list to see all upcoming events or sort the list to find 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.

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

Make notes during your meetings with clients so you can later refresh your memory as to what you discussed and agreed upon.

Get feedback from your clients

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

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

Make notes during your meetings with clients so you can later refresh your memory as to what you discussed and agreed upon.
Get feedback from your clients

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

View files shared with or received from your clients in one place

Get access to a single repository with all files associated with a client to prepare for meetings and analyze outcomes.
Plan activities to achieve the best result

Plan activities or tasks and assign experts responsible for them to reach the desired results for you and your clients.
Get consent for providing your services

Create customizable legal agreements and ensure clients accept them before booking meetings.