Client Professional: Features

Client Details

Both Individuals and Companies can be entered, each having their own specific data entry screens. For Companies, fields such as ABN and ACN can be stored.

A quick find facility allows you to easily retrieve a client by specifying either the client name, their telephne number or a policy number. For the larger practices, you can even segregate clients by Sub-Adviser.

Client Rating and Reviews

To identify your more important clients, you are provided with the ability to give every Client a rating. The choice of how you rate is entirely up to you, some Advisers use A, B, C, D others a 1 to 10 rating. In addition, you can also decide how often you need to contact each client, by entering and tracking an unlimited number of review appointments.

Client Relationships

Any client can be linked to any other client to create a personal or business relationship. A facility to 'view related clients' allows you to easily navigate around a group of clients.

Client Professional supports non-client relationships, which is where the related person or business is not a client in the database. This is useful to enter family members of your client, providing you with a household view.