Delivering an outstanding consulting service requires keeping track of client history and milestones. Mansaty builds in a simple CRM system to support this.
CRM Key Features:
- Client Profiles: For every client purchasing or booking a session, the system auto-creates a record summarizing their purchase history.
- Private Client Notes: Jot down confidential notes during or after the session regarding client progress. These notes are strictly private and invisible to the client.
- Progress Monitoring: When the client schedules their next meeting, review notes from the prior session to resume working seamlessly.