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TOOL TO EXPAND CLIENT BASE FULL
TOOL TO EXPAND CLIENT BASE ANDROID
TOOL TO EXPAND CLIENT BASE SOFTWARE
TOOL TO EXPAND CLIENT BASE FREE

Kintone lets you build client database apps by dragging and dropping elements that you want to see onto the page: rich text fields, date fields, drop-down menus, number fields with built-in calculations, spaces for attachments, user or group selection menus, related data from other apps, tables, and more. Kintone apps can be customized for project management, sales CRM, client databases and activity logs, expense reports, shared to-do lists, equipment management, product feedback, and much more. Their unique approach to client database tools lets you build a wide variety of customizable “apps” either from scratch, using templates or from your existing spreadsheets, for data management, business processes, and workflows. Kintone is a customizable client database tool used by teams at Volvo Trucks North America, Japan Airlines, Shiseido, and over 23,000 organizations worldwide.

TOOL TO EXPAND CLIENT BASE FREE

They offer a free plan for up to 2 users. costs from $6/user/month and comes with a free 14-day trial. These integrations can be set up alongside automations to seamlessly trigger actions, like “If customer does not respond in 3 days, automatically send follow-up email. Whether it’s emails, meetings, notes, or other events, log and connect every interaction to your larger sales pipeline.īest of all, you can connect your customer database with many of the tools you already use, including Hubspot, Zendesk, Slack, Google Drive, and others. Managing and recording interactions with customers is also made easy using : send emails directly from the platform, schedule calls, and instantly log all communications in one place. The intuitive interface makes it easy to visualize every part of your client database without having to switch between multiple tabs or screens.

TOOL TO EXPAND CLIENT BASE FULL

The platform provides a 360° view of all customer interactions and communications in one organized view, giving you and your team full visibility into all important data at any time. The platform lets you manage all client and customer-related data: from contact details and recording communications to setting up automatic reminders and assigning tasks.

TOOL TO EXPAND CLIENT BASE SOFTWARE

is a complete Work OS software featuring robust client management and database capabilities.

TOOL TO EXPAND CLIENT BASE ANDROID

Considering the increasing number of remote or off-site workers, having an iOS and/or Android app is a huge plus. Mobile App/Access – With today’s mobile workforce, you might want a client database app that is smartphone compatible so that you can access your client details on-the-go. Robust Search Functionality – Does the system make it easy to search and sort data in different ways? How far back do the results go? Can you narrow search terms to get the most relevant data for your query? Reporting and Analysis – Does the software offer a number of reporting tools and data visualizations? Are the reports easily downloadable and shareable? However, you will also want to be sure they employ the best safety standards for all your client data. An online backup system is ideal so that you can access it anywhere.

Value for $: How appropriate is the price for the features, capabilities, and use case? Is pricing clear, transparent and flexible?īackup Client Base Online – Client databases need some sort of backup system to ensure the safety and longevity of your valuable data.

Integrations: Is it easy to connect with other tools? Any pre-built integrations?.

Usability: Is it easy to learn and master? Easy database software will offer good tech support, user support, tutorials, and training?.

User Interface (UI): Is it clean and attractive? Does it look modern or outdated? The best database management software will work well AND look good.

What are we looking for when we select a customer database app for review? Here’s a summary of my evaluation criteria: Client Database Management Tools Comparison Criteria This article will help you quickly compare and evaluate the best client management software and other online database software. How you manage your clients and contacts will have lasting effects on the success or failure of your business. Databases can also help you collect and act on sales leads. Customer data management can help you sort, search, and select clients that you have had previous contact with. Now, database programs take that work off your hands and offer a more complex, more searchable way to store important names, addresses, and project details.ĭatabase software is the bread-and-butter of your business. Gone are the days when you keep all your contacts in business card binders and all of your client files in alphabetized manila folders.