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.
See a full list of past and upcoming client meetings and cancel or reschedule them if necessary.
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 adding custom fields so you can gather the most relevant information.
Access your client list to see all upcoming events or sort the list to find rescheduled or canceled meetings.
See a full list of past and upcoming client meetings and cancel or reschedule them if necessary.
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 adding custom fields so you can gather the most relevant information.
Collect information up front to prepare for your meeting and deliver the best client experience.
Make notes during your meetings with clients so you can later refresh your memory as to what you discussed and agreed upon.
Let your clients rate you and your experts and leave feedback so you can improve your services.
Collect information up front to prepare for your meeting and deliver the best client experience.
Make notes during your meetings with clients so you can later refresh your memory as to what you discussed and agreed upon.
Let your clients rate you and your experts and leave feedback so you can improve your services.
Get access to a single repository with all files associated with a client to prepare for meetings and analyze outcomes.
Plan activities or tasks and assign experts responsible for them to reach the desired results for you and your clients.
Create customizable legal agreements and ensure clients accept them before booking meetings.
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.