Client
Management Software
"Information Management System that blends effectively with Practice Management Software and makes easy to retrieve valuable information as & when needed"
Client Relationship Management System For Practicing Chartered Accountants
Client Collaboration Software that enables you to connect with your clients & work for them, from anywhere anytime.
Work Proactively
Keep up-to-date information relating to contacts and companies in one central location and surprise them with all the handy information about them. This Information Management System enables proactive working by providing all the required information anytime, every time.
Who’s Who
The Client Relationship Management System helps to link contacts/clients with companies, by the position they hold in that company, so that your team members are always aware of - Whom to talk or Who is the right person to contact.
Know moreAutomate Your Follow-ups
Are you spending too much time doing follow-ups to clients? This Data Management System can assist you to automate the follow-up process. You’ll get timely reminders when to follow up or you can also set automatic reminders directly to the concerned client. Also, you can classify your contacts into different lists based on their industry, legal structure and tags assigned to them.
Build & Nurture Relationships
Don’t let your relationships go stale. Stay in touch with your prospects, clients, and contacts 24*7. Using the powerful filtering option of this Client Collaboration Software, you can organize and segment contacts and companies to target the right person at the right time.
Know more
Easycloudbooks Offers All Features with Unlimited User/Projects to Manage.
Quick Setup
Our simple, easy-to-use web application allows you to get setup within 30 minutes.
Pay For What You Use
Pay for what you have actually used instead of fixed yearly and monthly charges.
Quick Customer Support
You’ll always be able to get a real person via phone, email or live chat.
Access. Anywhere. Anytime.
Easycloudbooks is hosted in the cloud, so you can access it from any device that is connected to the Internet.