Feature Packed & Benefit Driven
Top Features
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​Secure, Multi-User package allows you to have a secure, shared database within one infrastructure and team. See a demo.
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Next-Step Demand Feature: Demand prompt drives internal processes and requires the user to schedule the initial task needed for the client or project on project creation, and prompts for follow-up action on task completion
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Tracked Billable Time: Billable feature allows you to track the time spent for each task and client, making billing and reporting fast and easy
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Quick Updates with the Snapshot Screen: Allows the user to create a new tickler, update a task, record the completion of a task, add billable time, access an entire historical task record and more
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Direct Communication: Retrieve client contact information and initiate tracked correspondence directly from within the ClientTickler application
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Document Organization: Attach a letter, memo, list, reference, or any other working document to any recorded task and then later recall the attachment directly from the ClientTickler screen
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Email Alerts: ClientTickler's Supervisor Alerts feature will automatically send an email to the user and/or a designated Supervisor advising that a task was not completed. This safety feature ensures that more than one individual can track project or client status
Q. With what operating systems is ClientTickler compatible?
A. ClientTickler currently runs on Windows XP, Windows Vista, and Windows 7. Unfortunately, ClientTickler is not natively compatible with Macintosh operating systems such as OSX. Users who wish to purchase ClientTickler with a Mac are encouraged to use software such as Parallels to create a virtual environment with which to run ClientTickler.
Valuable Benefits
- Retain Clients: Clients will be pleased with your proactive ability to manage their projects and relationships, and to keep in touch with them at critical personal times such as birthdays or anniversaries
- Increase Revenue: Recording time for each task allows the user to keep track of all time spent on each client project
- Leverage Efficient Workflow: Manage all tasks across your client base in one easy-to-use interface. Handle all tasks for each day and easily add new upcoming deadlines, events or tasks
- View Project or Client History: ClientTickler automatically logs all tasks & events for immediate access, with a description of each task and what was said and/or done for tracking, reporting and legal documentation purposes
- Gain Peace of Mind: Rest assured knowing all client data including upcoming tasks, hours spent, project notes, deadlines and more is well in hand. Nothing slips through the cracks and no dreaded feeling at 2:00 a.m. that you forgot a critical client follow-up.