ClientView streamlines the way you manage customer relationships. Effortlessly create and update customer profiles with essential details, track performance metrics, and stay organized with integrated notes and appointment management.
ClientView enables you to efficiently handle customer information, gain insights into performance metrics such as hours worked and turnover, and keep your interactions well-coordinated. Experience a smarter way to manage your customer data and enhance your business operations.
Discover how ClientView can enhance your customer management processes. Get in touch for personalized information.
Other core modules:
Effortless Document Management
Organize and manage essential documents like VOGs, BIGs, and CVs. With automated reminders for expirations, ensure compliance and keep your team efficient with easy access and updates.
Centralize Employee Information
Maintain detailed records for employees and freelancers, including rates and availability. Seamlessly integrate with DocuFlow for efficient document management.
Professional Resume Creation
Generate standardized resumes for employees in a consistent format, showcasing their qualifications and expertise efficiently.
Simplify Quotation Processes
Generate and send quotes using customizable templates. Link quotes to CustomerLink and ProjectMaster modules easily, streamlining management and follow-up.
Keep your projects on track
Get a quick view of your projects, including hours worked, important notes, and key details—all in one place. Whether you’re handling several projects or just one, ProjectMaster provides the insights and tools to keep you organized and efficient.
Build Better Customer Relationships
Easily track customer details, performance, and notes to improve service and boost satisfaction.
Save Time with AutoBilling
Link the TimeTracker module with AutoBilling to automatically generate invoices. This feature is especially useful for freelancers, reducing administrative tasks and ensuring timely payments effortlessly.
Easy Expense Management
Handle employee expense claims easily. Link expenses to projects or customers and use approval workflows for accurate processing.
Efficient Mileage Tracking
Calculate travel reimbursements and monitor CO2 emissions with KM Tracker, ensuring compliance and supporting sustainability goals.
Jean-Michel Sablerolle
Account Manager
Email: jean-michel.sablerolle@fesma.nl
Phone: +31 (0)6-25460756