ClientFile: Access your guest database anywhere. Very convenient.
Developed for efficient individual relationship management. A part of the iConneqt platform – for free.
A free part of iConneqt
The use of ClientFile is free of charge for one user
It could hardly be easier
Within the iConneqt platform, you work with one central database. Every mutation, every moment of contact is recorded.
This provides insight.
ClientFile has been developed for easy online management of your guests and other contact groups. And for efficiently managing individual contacts. On a PC, a tablet or a smartphone.
ClientFile provides efficiency and insight.
Contact groups can be profiled limitlessly. (Potential) guest information can be amended easily and quickly.
ClientFile supports the processes in sales, account management and customer services.
CRM easily widely deployedSales | Account management | Customer service | Internal Marketing (HR) | Relationship management (PR)
You record your calls and create a follow-up
You find your contact quickly. The available phone numbers are on your screen. You simply make some notes about the call while you are on the phone. Often, there will be a follow-up: “Alright, Jack, I will call you next Tuesday around 10 a.m.”
There will be a reminder in your mailbox on Tuesday. One mouse click takes you back into your database. The action is visible to your colleagues.
Simply send an email using your own email system
The email address is collated automatically from the database to your Outlook, Gmail, Hotmail or any other email client. You simply record the context of the email. This moment of contact is also automatically logged and is visible to your colleagues.
If necessary, you create another reminder. For yourself and/or for your colleagues.
Notes are transparent
Notes regarding the contact are automatically provided with a date and time stamp, and the name of the person making the note. This provides colleagues with transparency.
Reminders to your mobile will help you stay on top
Creating a reminder couldn’t be easier. For yourself, or for a colleague. For example, to phone back a client at a specific time, or to send an email with regard to a price quote – you name it. The email will contain all the information and one mouse click takes you into the contact file.
Insight into contact history. Also into the reading behaviour in email campaigns
All moments of contact are logged automatically. Including information about who was in contact when, about what. This provides insight into calls made, individual emails and the clicking behaviour in bulk email campaigns.
You will see what is of interest.
Among other things:
- Easy to customise with regard to specific wishes and requirements.
- Photographs in the contacts file. A nice touch.
- Quickly search for contacts using different search keys.
- A single mouse click displays selections on your screen.
- Send a group of personal emails using your own email system.
- Print personal letters from a selection in Microsoft Word.
Take a moment to view ClientFile
Give us 15 minutes to give you a good overview. We simply do this virtually. At your own workstation. Co-workers can watch and listen in as well. That’s just practical.