Features
All customer data in one place
Documents, contacts, accounting features and much more – in the client’s card.
Documents and correspondence with the client are protected from deletion
Multifunctional chats
Group and thematic chats with colleagues. Save important information and documents directly from the chat.
Secret chats available only to selected members
Tax calendar
You receive an individually configured reporting calendar for each client
Convenient communication with clients
The service will collect all the correspondence with your client in one place and send your messages to instant messengers or mail, convenient for the client
Light or dark theme
Choose an environment (interface) in which you enjoy working
Create and share tasks
Create your tasks in a few clicks – reminders right from the chat
Customer profitability
You can track the amount of time spent on serving the client and the revenue from him and adjust the tariff
Employee efficiency
You will know your best employees and better plan and balance the workload
Easy administration work processes
You can see all chats in which each employee participates and the number of tasks in his work, sorted by their importance
You can replace the accountant with one click and he will instantly have access to the client’s correspondence and documents and will be able to start work
Current and archived customer base
Customize news, information and advertising mailings using a customer base, including an archived one.
For example, just create a message and select “Relevant customers”
Control over the timing of reporting
You will see all urgent tasks for all clients and do not miss a single report
All customer data in one place
Documents, contacts, accounting features and much more – in the client’s card.
Documents and correspondence with the client are protected from deletion
Business growth
Get new customers without advertising costs
Improving quality
Increase in labor productivity
Improving reporting discipline
Reducing risks
Minimizing the “human factor” when submitting reports
Increasing the responsibility of the client for the timely provision of primary documents
Satisfied customers
Reducing the number of claims by regulatory authorities regarding reports that were not submitted on time, reducing the risk of blocking accounts
Secure Document Storage
Space will be reserved for you on the secure server. You get access to all client documents without the threat of losing them and can save on purchasing your own server
Configuring user rights
The administrator has the ability to grant administration rights to one more user. The administrator sees all deleted and edited messages, which will help to sort out controversial issues
Users can create general channels (chats), including secret ones, and invite certain participants there