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
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- 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"