Say goodbye to scattered notes, missed deadlines, and forgotten details. Our intuitive platform ClientCtrl empowers you to truly connect with your clients, build lasting relationships.
Add a new customer manually from the admin panel. You can also import existing customers data from a .csv file.
View all clients, view client status: Active/Inactive. View client’s products/services subscribed for. Communicate with client by call, email, whatsapp or sms.
Get a complete view of the customer in single screen. View client contact information, dues, total income, support tickets, products/services purchased, invoices, client activity, deals etc. Add a new deal for a client or add a new order manually or share a new quote.
Do multiple stakeholders from the client business interact with you? Manage contacts associated with the client, add/edit contacts associated with the client business.