Exploring the Client overview

Discover the Client Overview, your central hub for efficiently managing interactions and engagements with individual clients. This versatile tool provides a range of actions to streamline communication, documentation, and collaboration throughout the lead management process. Let's explore the various functionalities available within the Client Overview.

Client Overview:

1. The client overview provides access to specific client actions to do such as etc.

2. To perform actions for a specific client, click on their profile to view the client overview.

Editing client Information:

1. In the client overview page, you can view the lead profile.

2. To edit client information, click on "Edit" to make necessary changes.

3. Update client information and project details as required.

4. Click "Save" to apply the change 
   Proposal:
       1.here you can send the proposal.
       2.Proposals aim to excel in persuasiveness, visual appeal, accuracy, and getting signed.
     3. Access the template center to create and send proposals to clients.

Daily log:

    1. Discussed notes can be stored here.

Communication:

1. Send emails to client.

2. Utilize this platform to complete the communication process.

Document:

1. Upload project-related files.

2. Use this platform for file management.

Event:

1. Schedule meetings with clients.

2. Click here to explore the event scheduling process.

Estimate:

    you can quickly calculate accurate cost or resource estimates specifically tailored to the requirements of your project, without much effort. The process is designed to be simple and efficient, requiring only a few actions or inputs. 

Procurement:

Helping you easily select, compare, and manage vendors to ensure better project profitability. This simplifies vendor control for improved project success. 

Money matters:

    Effortlessly manage invoicing and payment tracking to ensure your projects stay on track. 

Bills and Expenses:

    The total invoice amount and expense details are clearly displayed. 

Task Management:

  Task Management refers to the process of managing tasks and activities specifically related to client projects or client deliverables. It focuses on organizing and tracking tasks that are meant to fulfill client requirements, ensuring timely delivery, quality, and customer satisfaction. 

Schedule:

    It ensures that resources are allocated efficiently to meet deadlines and achieve goals.      

2D Takeoff:

 A 2D takeoff is a process used in construction and project management where you can upload 2D plans (typically floor plans, site plans, or architectural drawings) and use them to perform material takeoffs and estimations.

Selections:

 Selection is a process where the  clients are allowed to choose products or services from a set of options tailored to their needs.

Time tracking:

    Time tracking feature helps businesses and professionals efficiently manage their work hours, track time spent on tasks, and convert working hours into billable costs.