Tour
Welcome
The welcome screen displays recent customers and activities. One-click access lets you manage them.
People
ClientScribe helps you manage people you deal with - customers, clients, contacts or just about anyone.
Activities
Activities help you keep track of interactions between you and your customers.
Documents
You can attach one or more documents to any activity. ClientScribe helps you organize them.
Contacts
In addition to activities, each customer can have one or more contacts.
Contact Information
Phone numbers and Email addresses are kept for each contact.
Send Email
You can send an Email to a contact directly from ClientScribe.
Manage Emails
Type in the subject, message and add any attachments. A history log is kept of sent Emails.
Find Things
After entering customers, contacts, activities, documents and Emails - ClientScribe helps you search them.
Full Text Search
You can even scan all your documents to find an occurrence of text.
Your Business
By creating your own custom activity types, ClientScribe works the way your business does.
