I’ve managed several clients over the years who were still using antiquated, paper-based systems to manage their customer relationships.
Needless to say, things can get disorganized quickly.
I’m here to save you from making the same mistake.
With FieldPulse’s client management tools, keeping track of all your customers’ information and notes has never been easier!
For starters, adding a new contact is a breeze. Here’s how it looks (to give you a better idea).
Within each contact card, you can easily add & access the following information:
- Name
- Associated user
- Account type
- Contact info
- Notes & tags
- Lead source
FieldPulse even offers a duplicate contact checker directly within each card, further streamlining the process.
Once you have all your contacts added, you can easily view and edit them from FieldPulse’s contacts dashboard (screenshot below).
FieldPulse allows you to fully customize your dashboard, making it perfect for your specific needs.
Our two cents: If you’re looking for the next big thing in managing client relationships, give FieldPulse a shot.
