Clients or Customers are the heart of any business. They are the key stakeholders and central to our product, service or whatever it is we choose to offer.
Meeting requirements, delivering the agreed services or products is one thing and managing Client Perception, building confidence and gaining their trust is quite another.
An uphill task at the least to state!
Client Management Add-on helps you put your customers at the center of your business. It lets you make them an integral part of your product development, your event planning, your marketing campaign or your sales strategy.
You build time tested business association and partnership by making them your extended team. You bring transparency to what you do for them and receive helpful timely insights to make you and your business a success.
Client Management lets –
A Client Can’t:
- Create a Project
- View others Project
- Create a new Milestone
- Create a Task
- Edit a Task
- Add/Invite a user
- View time log of other users
- View Invoice, Gantt chart, Template and Daily catch-up
- Access Company & Account Settings, Task Status Groups, Task Types
- View a task (if you mark don’t show)
A Client Can:
- View Assigned Projects
- View Assigned Milestones
- View Tasks of Assigned Projects
- View own Time Log
- View Hours Spent & Task Reports of Assigned Projects
- View Task Template
Still have doubts? Contact us if you need more information [email protected]