Build up your client database capturing only the information you need to run your business
Set up as many reminders as required to make sure you don’t forget to call on certain dates.
Keep notes of all calls or meetings for a client or a product that you sell
Set up templates for emails and send directly from the system to a filtered list of clients based on criteria that you use.
Over 30 years experience in programming for windows and web development.
Now specialising in custom built on-line systems particularly focusing on CRM (Client Relationship Management) Systems.
See www.e-fast.co.uk for systems related to the financial sector.