Client

Client Management

The Client Management module offers a centralized system to manage all your client data, communications, projects, and service interactions regardless of industry. Whether you're a service-based business, consultancy, or enterprise with multiple client accounts, this module helps streamline operations, improve client satisfaction, and strengthen long term partnerships.

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What You Can Do with Client Management

Managers and HR teams can efficiently review, approve, or reject leave requests with complete visibility.

Centralized Client Database

Keep all client records contacts, profiles, notes, and account history in one secure and searchable location. Improve collaboration by giving your teams a unified view of every client.

Project, Task & Communication Tracking

Easily link clients to tasks, service requests, projects, and meetings. View complete timelines of communication and activity, ensuring accountability and transparency at every touchpoint.

Smart Reminders & Follow-Ups

Set automated reminders for client meetings, follow-ups, renewals, or feedback cycles. Stay proactive in managing relationships and ensure nothing slips through the cracks.

Secure Access & Real-Time Reporting

Control data access with role based permissions, and track client engagement, account status, and service metrics through intuitive dashboards and performance reports.

Track Performance and Engagement

Gain Real-Time Insights into Client Health and Interaction

Understand how your clients engage with your services using built-in analytics and reporting tools. Monitor the lifecycle of each relationship, identify at-risk accounts, and measure the effectiveness of your service delivery. Whether you're tracking active projects, communication frequency, or overall satisfaction, this feature helps you turn raw data into actionable decisions.

  • Monitor active vs inactive clients
  • View task and ticket completion rates per client
  • Track project timelines and response/resolution times
  • Identify high-value clients based on service usage and billing
  • Generate client engagement and performance reports with filters
Track Performance and Engagement
Fully Integrated with Your Ecosystem

Fully Integrated with Your Ecosystem

Seamless Connectivity Across All Modules

The Client Management module works effortlessly with your existing HRMS, TMS, CRM, or ERP components. From project assignments and support tickets to billing and documentation every touchpoint is interconnected, ensuring no information is siloed. This unified approach boosts efficiency and enhances client service delivery across departments.

  • Task & Project Management
  • Attendance, Leave & Shift Scheduling
  • Support Desk / Helpdesk
  • Document Management
  • Notifications & Reminders

Delivering Client Value with Every Interaction

Build Trust, Deliver Value, and Strengthen Loyalty

When your team is equipped with a smart client management system, your clients feel heard, valued, and prioritized. From timely updates to transparent service tracking, clients benefit from a smoother, more personalized experience leading to better retention and stronger long term partnerships.

  • Faster and more responsive service
  • Transparent updates and consistent communication
  • Organized documentation and easy collaboration
  • Professional interactions and proactive follow-ups
  • Personalized experiences that go beyond transactions
Delivering Client Value with Every Interaction

Extended Features

Utilities

feature Utilities
  • Notes
  • More then in it

Business

feature Business
  • Clients
  • More then in it

Reports

feature Reports
  • Employee
  • Project
  • Task

Attendance

feature Attendance
  • Regularization
  • Attendance Register
  • Attendance
  • Shift Schedule
  • Shift Schedule Assignment

Payroll

feature Payroll
  • Employee Salary
  • Pay Slip
  • Salary Config
  • Tax Declaration
  • Leave Encashment
  • TDS
  • Salary Register
  • Settings

Preferences

feature Preferences
  • Layout
  • Notification

Overview

feature overview
  • Activity Strength
  • Attendance
  • Shift Schedule
  • Recent Activity

Dashboard

feature dashboard
  • Resources
  • Leave Encashment
  • Reminders
  • Projects
  • Upcoming events

Leave Management

feature Leave
  • Leave Request
  • Credit Leave Request
  • Leave Approval
  • Credit Leave Approval
  • Settings

Task Management

feature Task Management
  • Projects
  • Tasks
  • Drafts
  • Productivity
  • Resources

Organization Management

feature Organization Management
  • Employees
  • Leave Balance
  • Resignation
  • Holidays
  • Productivity
  • Company Document
  • Close Organization
  • Settings

Alerts

feature Alerts
  • Published
  • Announcements
  • Schedule
  • Notification

Utilities

feature Utilities
  • Notes
  • More then in it

Business

feature Business
  • Clients
  • More then in it

Reports

feature Reports
  • Employee
  • Project
  • Task

Attendance

feature Attendance
  • Regularization
  • Attendance Register
  • Attendance
  • Shift Schedule
  • Shift Schedule Assignment

Payroll

feature Payroll
  • Employee Salary
  • Pay Slip
  • Salary Config
  • Tax Declaration
  • Leave Encashment
  • TDS
  • Salary Register
  • Settings

Preferences

feature Preferences
  • Layout
  • Notification

Overview

feature overview
  • Activity Strength
  • Attendance
  • Shift Schedule
  • Recent Activity

Dashboard

feature dashboard
  • Resources
  • Leave Encashment
  • Reminders
  • Projects
  • Upcoming events

Leave Management

feature Leave
  • Leave Request
  • Credit Leave Request
  • Leave Approval
  • Credit Leave Approval
  • Settings

Task Management

feature Task Management
  • Projects
  • Tasks
  • Drafts
  • Productivity
  • Resources

Organization Management

feature Organization Management
  • Employees
  • Leave Balance
  • Resignation
  • Holidays
  • Productivity
  • Company Document
  • Close Organization
  • Settings

Alerts

feature Alerts
  • Published
  • Announcements
  • Schedule
  • Notification

FAQ's

The Activity Monitoring feature in Team provides real-time tracking and logging of user activities within the software. It captures details such as task updates, time spent on tasks, login and logout times, and more, giving managers a comprehensive view of team productivity and project progress.

Activity Monitoring in Team continuously records actions performed by users, including task creation, updates, file uploads, comments, and time tracking entries. This data is compiled into an activity log that managers can review to ensure tasks are progressing as planned.

  • Enhanced Accountability: Managers can monitor who is working on what and how time is being spent.
  • Improved Project Oversight: Gain insights into task progress, identify bottlenecks, and ensure deadlines are met.
  • Time Management: Helps users and managers track time spent on tasks, improving overall time management and efficiency.

Yes, Activity Monitoring in Team operates automatically in the background once enabled. Users do not need to manually input data unless they are adding specific details or notes to their tasks.

Yes, you can customize the level of monitoring based on roles or specific tasks within Team. For example, managers might have full visibility of all activities, while team members might only see their own activity logs. Additionally, you can select which types of activities are logged, such as time spent on tasks, file changes, or communications.

Data collected via Activity Monitoring in Team is securely stored within the system. Access to this data is restricted based on user roles and permissions, ensuring that only authorized personnel can view sensitive information.

Activity Monitoring in Team provides detailed logs that can be used to generate comprehensive reports on project progress, team productivity, and task completion. These reports help identify trends, measure efficiency, and make data-driven decisions to improve project outcomes.

The Activity Monitoring feature in Team is optimized to run efficiently in the background without affecting the overall performance of the software. It is designed to be lightweight and non-intrusive.

Yes, activity logs in Team can be exported in various formats (such as CSV or PDF) for further analysis, reporting, or sharing with stakeholders who need to review the project's progress and team activity.
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