2016-11-23 00:00:00 Staying Organized English Use client management software to streamline your business and ensure consistent service for your clients. https://quickbooks.intuit.com/ca/resources/ca_qrc/uploads/2017/03/Business-Owner-Uses-Client-Management-Software-To-Organize-Business.jpg https://quickbooks.intuit.com/ca/resources/staying-organized/use-client-management-software-to-organize-your-business/ Use Client Management Software to Organize Your Business

Use Client Management Software to Organize Your Business

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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.

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Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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