Utilize accounting software and client management software to run your business efficiently. Client management software goes beyond storing your clients’ contact information. You can track the last time each client was contacted, the outcome of the last meeting and any follow-up work that needs to be completed. This can ensure that a client doesn’t slip between the cracks.
Client management software can also be used to delegate different tasks to other employees. Client management software also updates in real time; this is beneficial when multiple employees are working on the same task, since everyone works off of the most current information.