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Sublime Client Management System

Web Based Client Management System

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Purpose

We present an intuitive and user-friendly customer relationship management tool that simplifies your client management needs by organizing all their information in one space. It is not limited to just contact information, but you get the entire conversation history, deal information, and more with just a scroll.

Benefits

Bring the advantage of a thoughtful, secure, reliable, and sustainable system.

  • Organized Information
  • Better collaboration
  • Higher revenue
  • Automated workflows
  • Easy & Efficient

Features :

Logins

The application offers various logins for security purpose. Admin, employees, managers, and clients can login separately for data privacy and security restrictions.

Database Management

Your information like database of clients, industries, employee details and much more should always be up-to-date and easily accessible. Keeping everything in sync across your organization will help align your teams around a single source of data. Real-time data from different sources can help you make informed decisions quickly and efficiently.

Services Portfolio

Track, manage, and analyse the services within their portfolios. Gain insights into how well each service is performing and how it contributes to the overall portfolio. Identify opportunities for improvement and make decisions about which services to keep, discontinue, or invest in.

Task Assignment

Assign tasks to your employees to notify them about what’s needed and by when to reduce unnecessary meetings and interactions.

Task Execution

Engage in real-time discussions at various stages of work progress all accessible on our mobile apps to speed up discussions and feedback gathering.

Document Uploads

Upload, store, and organize files at one place. Collaborate and share feedback on files in real time.

Value Addition

A chat feature to support internal teams as well as peer-to-peer communication with clients.

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