CRM

CRM

Manage all clients’ information in one place, understand what information they are missing, and manage notes related to their profile.

A visual database where you can see and filter client profiles, assign different account managers, and take bulk actions.

Features

Easily gather all client information from multiple channels and centralize it in one place more info. Take control of your data by customizing views to manage and review client details with ease.
Efficiently manage and update client data without the need to make individual changes: Sort clients by using specific criteria from their profiles and modifying their information in bulk.
Assign team members to manage client accounts and get notified of any changes. This can help make it easier to keep track of clients and communicate with your team.

Effortlessly monitor your clients’ activities and stay up to-date on their progress. This allows you to take timely action, such as sharing relevant documents, booking a meeting, or nudging them to complete an important task. more info

CRM

Track, Assign, and Streamline: A Visual Database for Maximum Efficiency of Client and Candidate Management

Combine candidate tracking and client management into a single platform to save time, boost efficiency, and drive growth.

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Efficiency
Boost

Companies using integrated CRM systems see a 30-40% reduction in time-to-hire by automating key recruitment processes​.

Improved Candidate
Engagement

68% of recruiters report that using an CRMs helps them improve candidate experiences by ensuring timely follow-ups and consistent communication​.

Client
Retention

Businesses using CRM tools for client management experience an increase in customer retention rates of up to 27%, thanks to enhanced communication and relationship management​.

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