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.
Client management

How it works

  • Get a new booked appointment
  • Client data is added to your client base
  • Keep all client data in one place

Build strong
relationships
with your clients

  • 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.

Be closer to your clients with advanced chat features

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.

Start today for Free!

No credit card or commitment required.

Check your client list from any device

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

Why ExpertBox?

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 team of professionals, 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.

Ready to get started with ExpertBox?

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