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The client management option helps to store client data accurately with all associated data points. The personally identifiable data are stored in encrypted mode. There is an option to complete KYC data points of a client and link associated documents for compliance purpose. The authorized persons can access important details when they need it. Such data can be used to send invoice, send promotional emails and more.<br>
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Client Management Collaborative work significantly reduces inefficiencies in project management while assuring increased accountability for all internal stakeholders. 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. The authorized persons can access important details when they need it. The client data are linked with invoice, and for 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. Key Features Complete KYC data - Ensure control, consistency, and real-time visibility in projects- Better Control over project www.smartadminmanager.com email: info@smartadminmanager.com
