CRM

...grow your business

With full Customer Relationship Management (CRM).

Capture Leads. Easily record all leads including the source of the lead so you can track the effectiveness of your advertising. Manage these leads using built-in follow-up reminders and marketing tools such as email, SMS and mail-merge. Record all communications and convert enquiries to clients and members by simply selling them one of your packages, services or memberships.

Manage Clients and Members. Build up a complete history for your members and have this at your fingertips so you can deliver a professional and cost effective service.

  • Customised views of client & enquiry data
  • Client account management with customisable invoice/receipt/statement templates
  • Form letters, email, SMS, mail-merge
  • Correspondence log
  • Follow-up reminders
  • Track referrals & lead sources
  • Client Photos
  • Categorise, group & tag client & enquiry records
  • Track Fitness Assessments & Progress
  • Track martial arts gradings (NEW)
  • Document & record management
  • Business document & template libraries

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View and update all your enquiry/prospect & client/member details at a glance:

  • Personal details
  • Packages and services details and history
  • Membership details and history
  • Contact history and follow-up flags
  • Account history
  • Direct debit schedule & integration with billing providers
  • Bookings history
  • Fitness Assessments
  • Martial arts gradings
  • Related parties for family and corporate relationships
  • Message alerts
  • Document tracking

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Looking for the COMPLETE SOLUTION!

Use the power and features of ClientConnect to GROW your business!

Record and track new leads

Convert leads

Manage Clients and Members

Communicate using:

SMS

Email

Mail-Merge

...using ClientConnect's powerful InfoView engine to filter your data.

 

Need membership key tags? 

Available to use with all club management software.

Membership Key Tags