Enjoy a bonus feature at the end!

Are you losing leads due to a lack of traction?

Managing clients and teams without a proper system is a mess.

Here's what you need to use:

CRM: Track your lead pipeline and record contacts.

Client Portal: A single system for team and client communication and updates.

Here are the complete details you need to see for yourself:

CRM [Free Version]

Effortlessly track leads and manage client information all in one place.

Here’s what you’ll get:

Real-Time Lead Tracking: Get automatic updates on total, converted leads, and conversion rates instantly.
Leads Pipeline: Visualize and streamline your sales process.
Contacts List: Centralize all client information.
Interlinked Tasks: Link tasks directly to specific leads for better organization.

Benefits:

Upgrade to the Client Portal

Handling client and team communications can be challenging and chaotic.

Our client portal offers an all-in-one solution for managing communications and tasks.

What it includes: -

Individual Client Systems:
- Manage client data, projects, tasks, requests, and invoices. Give access to each client easily to their individual database.
Teamwork System:
- Unified database for tasks and projects
- Daily team updates linked to client tasks and projects
- Complete team members' database

Benefits:

Improved Client Experience: Enhance client satisfaction with streamlined communication and task management.
Time Efficiency: Reduce the need for multiple apps.
Centralized Operations: Manage all client and team interactions in one place.
Complete Project and Task Tracking: Keep everything organized and easily accessible.

Functionality:

Client Pages: Dedicated pages for each client for easy access and management.
Team Management: Oversee all tasks and projects from a single page.
Filtered Views: Use filters to show specific tasks and projects to clients.
Automatic Updates: Client pages stay up-to-date with changes made on the teamwork page.

This will help you achieve your revenue goals increasing clients’ experience.

Save time, stay organized, and enhance your client interactions with these powerful tools.

Transform time-consuming client management into this game-changing client portal system.

BONUS: Get the client portal at a 20% discount for the next 48 hours.

You can check the complete detailed video breakdown to start leveraging the client portal today:

For questions, contact me via email at sumanpreetk467@gmail.com.

Best,

Sumanpreet Kaur