ClientMate is a comprehensive client database system designed to assist Accountants and other professionals to maintain up-to-date client information and communicate with any category of clients with ease.
This information can easily be maintained and shared within an office network. The ClientMate:Database should form the hub of the professional office to which all networked users have access. Client details are thus available to all staff members.
Features
- One database with all Client information
- Link clients to their CC’s, Pty’s, Trusts etc.
- Audit trail of database changes
- Create ‘standard’ letters, e-mails and SMS’s
- Personalise letters, e-mails and SMS’s using merge tokens
- Create secured / encrypted PDF letters for e-mail attachments
- Unlimited user-defined categories of clients
- Send bulk communications to any client category
- Full correspondence history logs
- CIPC annual return management using lists / letters / e-mails
- Client birthday lists / letters /e-mails
- Import/export data from/to Excel
- Multiple mailing lists
- Search database on names, e-mail address, telephone numbers
Pricing
| # Users: | 2 | 5 | 10 | 20 |
|---|---|---|---|---|
| ClientMate | R 2200 | R 3100 | R 3900 | R 4900 |
| ClientMate: Tax | R 4400 | R 6200 | R 7800 | R 9800 |
| ClientMate: Time | R 4400 | R 6200 | R 7800 | R 9800 |
| ClientMate: Tax & Time | R 6600 | R 9300 | R 11700 | R 14700 |