On the Home screen, are present, represented graphics intuitively, that demonstrate steady progress of your activities in relation to the status and sources of business opportunities.
Now you can do improve your management relationship with the client in easier way, form a quick and easy navigation with the YesClient application. Filter and organize all the information per customer, person or company.
On the menu contact, you have the possibilty to computerize all data from your contacts, both people, companies and groups.
In each inserted contact you will be able to have the information of personal details, attached to the same files, comments and notes and also the opportunities that have been developed.
In the application, you will be able to add tasks to an advanced management calendar that allows you to manage all your tasks and long-term commitments, being able to view in a calendar or list form, creating your own priorities filters.
Distinguish between tasks that are more important, less important or urgent, through standard priorities or even through the advanced search.
The management of opportunities is the most important part when it comes to achieving business, and therefore, in the YesClient will be able to manage and monitor the entire progress of each of the opportunities that arise.
You will be able to detail every alteration in the negotiation process, from the origin of opportunity, their status throughout the process, the category where it is inserted and The amount involved in.
And because the collection and information management is all in YesClient you have the option to manage customer surveys, all questions and answers.
This way you can examine each of the surveys among its customers, adding notes, comments and description to each of them. An essential tool for improving the delivery of services of any company.
Reports up to date with information relating to people and sources, analyzing the opportunities that arose, the amount involved, the profit and your group.
In case of doubt or technical problem, we have staff available to help.
You can contact us directly through the application support function, by phone or email.
With YesClient you can upload files, organize them and keep them updated in the security database. So in this way can also share documents with your work colleagues, having them always available for download.
You can also add notes and comments to each case.
Gain time and save money, thanks to YesClient tool you can manage your business from anywhere on any device with internet access.