Features
Customers & Contacts
ClientScribe manages your customers and contacts. Once they're in the system, you can create activities and tasks, attach documents, organize them into groups, send Emails and create marketing campaigns.
Customers
ClientScribe helps you manage your customers. Depending on your business, you may call them clients, prospects, associates, vendors, or anything else. Creating groups can help you organize them. Search by using simple or advanced options.
Contacts
Sometimes a customer is one person. Other times it can be a company. In that case, the customer may have many employees that you need to communicate with. Creating multiple contacts helps you do just that.
Search
Type in a few letters and ClientScribe will find the person your looking for. Or use an intuitive Rolodex style menu to jump directly the corresponding names. Advanced options let you target your search in detail.
Activities
Activities are interactions between you and your customers and contacts. Depending on your business, you can create different types of activities. Start by defining what these types are, and then when something happens, create an activity.
What are they?
Anything you do regarding your customers and contacts is an activity. A law office may keep track of a Contract Preparation, an insurance broker may have Received Policy Renewal and a landscape crew may set reminders like Monthly Maintenance Visit. Also, many businesses would probably want to log a Telephone Conversation. To get started, create activity types that reflect exactly how your business operates. Once you do, every time something happens, create an activity.
Tasks & Reminders
Don't forget! Create reminders to help you follow-up your customers. Then, whenever you login, generate a to-do list that'll grab your attention.
Users
ClientScribe group plans give you unlimited users, which means everyone in your company can use the program. When users login, ClientScribe remembers them. So when user David creates an activity for a phone conversation with customer Renaissance Printing Ltd. user Mary can login at a later day, and see that David had spoken with the customer last.
ClientScribe is closely integrated with Email. Send an Email to any contact and save it as an activity. You can also view your existing inbox and assign messages directly to contacts.
Messages
Send Emails to your customers and contacts directly from ClientScribe. There's no need to switch back and forth between your contact screen and Email client. After sending the message, you can save the Email as an activity.
Activities
You can send an activity to a contact or to any other Email address. Simply call up the activity, specify the recipient, and click Send.
Inbox
Connect to your existing Email system, and read messages from your inbox directly into ClientScribe. Once you do, assign them to any customer or contact. ClientScribe helps you out by matching your contacts with incoming mail.
Projects
Organize your work into cases or projects. For example, a marketing campaign helps you keep track of companies and people contacted. Law offices can group their activities for a client into cases.
Activity Categories
Whenever you create an activity, you have the option of assigning it to a project. You can assign activities from different customers to a single project, or group activities for a client into projects. A Marketing Campaign could span activities for multiple clients, whereas a law case, 191 Cove Road Property Purchase, would apply to one.
Project Overview
Manage a project's activities, customers involved and follow-ups. Drill-down linking helps you view details of the project from any level.
Filtered Views
View activities based on any combination of search parameters. See what's going on during a range of dates, for a specific project, and for certain activities.
Documents
Use ClientScribe to store all your customer documents, whether they're promotional material, layouts and specs, correspondences, notifications, proposals, invoices, or just about anything else. You can also send these documents by fax to your customers and contacts. In fact ClientScribe is the easiest way to send faxes right from your desktop.
Attached Document
You just sent a proposal to your customer, what next? Create an activity and attach a copy of the document. This way, you can easily find it in the future. In fact, you can attach any kind of document or image file to a customer record. Once you do, you'll never say "Hhhhhmmm, where did I save that file?"
Faxing
Send faxes to your customers and contacts directly from ClientScribe. Once a document is sent, a record of the transmission is kept in your customers folder. Monthly plans include page amounts, and on occasions you need more, simply purchase on a pay-as-you go basis.
Online Viewer
View your attachments easily, without opening or downloading. Our embedded document viewer displays various file types quickly. Toolbar options let you zoom-in/out, scroll and download.
Settings
You're business works in a certain way, and you shouldn't have to change that. Instead, you can change the way ClientScribe works. The Settings area lets you do just that.
Activity Types
Create different types of activities depending on your business. If you're not sure, don't worry, just leave this blank. ClientScribe doesn't force you to classify your activities. It's sort of like an Email subject... there are times when you just don't want to enter it.
Users
Each person in your company can have their own username. This helps keep a better log of your customer's history. So the next time they call, you know who spoke to them last.
Groups
ClientScribe manages customers. You may have different types of customers... clients, prospects, associates, or something else. Organize them by creating groups.
Plans
Check out your plan and current status. Want more storage? upgrade. Don't need that much, downgrade. Want to stop using ClientScribe, cancel. Do whatever you want, whenever you want.