Features

Streamline your business

We understand that the clientele of a car dealership is different to the clients of a personal trainer; your database must adapt to suit your business. ClientVault resides in the cloud, and you're dealing with a team that design, build and maintain the product here in Australia.

Features at a glance

  • Cloud based - No software to install! And it works on Windows PC or Mac
  • Send bulk Email & SMS
  • Social Media Integration
  • Customise fields specific to your business requirements
  • Nurture relationships with clients through the use of Trails (Action Plans)
  • Categorise your clients - eg "Hot Prospects" or "Client for Life"
  • Attach notes and files to your clients - giving you a complete audit trail
  • Integrates with Google Calendar & Tasks
  • Access events & tasks via your smartphone (via Google Sync)
  • Security - access and time restrictions per staff member
  • Reporting & filtering of client information
  • Full offsite backup & export of your data
  • API available to feed your web site enquiries into ClientVault
  • "Responsive Design" means it can work on your desktop, tablet or phone
  • Subscription plans available from 1 user to "unlimited"

Close more deals with less effort. ClientVault is seamless and easy to use, built with you in mind

We offer powerful hosted CRM features, and nothing to slow you down.