ClientView simplifies customer relationship management. Easily create and update customer profiles with essential data, track employee performance/work performed, and stay organized with integrated notes and appointment management.
ClientView enables you to efficiently manage customer information, gain insight into performance metrics such as hours worked and revenue, and coordinate your interactions effectively. Experience a smarter way to manage customer data and improve your business.
Discover how ClientView can improve your customer management processes. Contact us for personalized information.
Manage documents effortlessly
Organize and manage essential documents such as VOGs, BIGs and CVs. With automatic reminders for due dates, ensure compliance and keep your team efficient with easy access and updates.
Centralize employee information
Keep detailed records of employees and freelancers, including rates and availability. Integrate seamlessly with DocuFlow for efficient document management.
Create professional resumes
Generate standardized resumes for employees in a consistent format that efficiently showcases their qualifications and expertise.
Simplify quotation processes
Generate and send quotes using customizable templates. Easily link quotes to the CustomerLink and ProjectMaster modules, streamlining management and follow-up.
Keep your projects on schedule
Get an instant overview of the project, including hours, add important notes, team members, tasks and responsibilities, deadlines, and keep track of all the important details in one place. Whether you’re managing multiple projects or focusing on a single one, ProjectMaster gives you the insights and tools you need to stay organized and efficient.
Building better customer relationships
Easily track customer data, service/product and performance updates, and notes to improve service and increase satisfaction.
Save time with AutoBilling
Connect the TimeTracker module with the AutoBilling module to automatically generate invoices. This feature is especially useful for freelancers, as it reduces administrative tasks and ensures timely payments effortlessly.
Easy expense management
Process employee expense reports with ease. Link expenses to projects or clients and use the approval workflow for accurate processing.
Efficient mileage registration
Calculate travel expenses, drive efficiently and monitor CO2 emissions with KM Tracker, ensure compliance and support sustainability goals.
Samuel Smit-Ockeloen
Managing Partner
E-mail: samuel.smit-ockeloen@fesma.nl
Mobile: +31 (0)6-25460756
