Client History – Track every tidbit you want to remember about your clients
Events – Track upcoming events in your business and have the reminders sent to your e-mail.
Transaction History – Track your client’s purchases, overall month to date sales, and year to date sales
Reminders – Have key client events such as birthdays, anniversaries, and important dates sent to your e-mail
To-Do Lists – Have your “to-do” items sent to your e-mail such as ordering supplies, etc.
Easy to Use – Tabs within the system make it easy to navigate and user friendly
Create Customizable Timelines: Have the dates you need to remember for how you run your biz sent via e-mail
Email Capability: Build Email Templates and Send Emails from within the system
Search Capability – Search the info you know about your clients & use that info to customize emails and promos.
“Time, time, time … there never seemed to be enough time!
…When I finally admitted that I couldn’t do it all by myself, wah-lah! An angel appeared at just the right time … and it was Jen and her Client Angel services! What a blessing!…”
Phyllis O’Neill, Senior Executive Director, Thirty-One