The client management module enables the complete follow-up of a client and client porftolios, from their first contact as “lead”, through their whole lifecycle, to the final phases of the projects or services, maintenance stages, or ending of the relationship. The management plug-in adds a specialized dimension to the system, an integration with all modules, management reports, control panels, and a workflow and formula engine that enable the automatic setup (or semi-automatic) of every activity needed for the correct attention and support of each client. The clients module can also be combined with the projects module.
The client management suite is composed of several modules for your clients pre-sale, sale, followup, support and maintenance management. Each of these modules is optional and configurable so it can be adjusted exactly to your business management.
It includes the following features and dimensions:
NOTE: These features are only available for the Professional and Enterprise editions of Feng Office.