Client Management

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Client Management
Collaborative work significantly reduces
inefficiencies in project management while
assuring increased accountability for all
internal stakeholders. linked with invoice,
and for
The client management option helps to manage
client data accurately with all associated data
points. The personally identifiable data are
stored in encrypted mode. The option to
complete KYC data and store associated
documents increases compliance level.
sending periodical emails.
All client data are linked with projects
discussed, work completed, payment done, and
more. The invoice history, project data, and
client activities can be analyzed using
multiple tools of client management. One can add
more clients or delete existing one with
proper approval.
The authorized persons can access important
details when they need it. The client data are
Key Features Complete KYC data - Ensure control,
consistency, and real-time visibility in
projects- Better Control over project www.smartad
minmanager.com email info_at_smartadminmanager.com