The Art of the Follow-Up

Close more leads with our new “Action Call” buttons and breeze through client registration with our slimmed-down search.

1. The “Action Call” Button: Tap to call directly from the Enquiry page, log the status, and see exactly which staff members are winning the phone game with our new Call statistics report.
2. Add New Client form just went on a diet: We trimmed the page length and streamlined the form, so it’s now faster, intuitive and no longer demands a scroll workout of your thumb. And there’s more! We have added an Auto Renew option inside the Add Client form. You can now switch on auto-renew in a click when adding a client subscription. Less scrolling. Fewer clicks.

3. Client “Level” Tracking: Knowledge is power. We now show you exactly how many days a client has spent at a specific level, helping you analyse.
4. Tax Compliance: Your invoices are now officially smarter with full HSN code support.