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Client Management

A short introduction to the Client Management features of The X Cloud Platform

Client ManagementYour customers.

Real-time flexible client management as simple or as detailed as you wish.

Taking care of clients has to be the singular most important part of any business.  Let's face it, without them there probably is no business.

The client management features of The X Cloud Platform have been designed to make client management a breeze.

Every user action recorded, every change audited. Multiple projects, tasks, contacts, opportunities and more can be associated to a client and it's all easily searchable.

Simple and Intuitive

All your client information available via a tap or a click, anywhere, anytime.

A typical client dashboard

GDPR made simple

Who'd have thought it - GDPR made simple. With The X Cloud Platform it's now a breeeze to determine if you have the appropriate permissions to keep a contact details.

GDPR compliance tracking for all contacts

It takes less than 5 minutes to show you.

Want to know more? Tap or click on the following short presentation demonstrating these features within The X Cloud Platform.

The maxxpal X Cloud Platform is readily accessible and customisable for businesses of ALL sizes. To learn more about how it could transform the way YOUR organisation operates, talk to us today

If you need a one page business case for your presentation click here

Request a call-back and we can arrange to demonstrate The X Cloud Platform to you remotely.

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