The ClienTracker calendar and scheduling system is a powerful way to manage the tasks and events that fill your day. Your schedule is automatically populated as you add notes and reminders to your contact and client records, giving you the peace of mind that you'll never miss an important follow up call or meeting. Once an event is marked as completed, a history note is automatically added to the contact or client record, and is keyword searchable for future reference.

Benefits:

- Add future tasks and events to contact and client records, and they are automatically added to your schedule
- Never miss another event with real-time email, pop-up, and cell phone reminders
- Tasks such as phone calls roll over until marked completed. Events such as meetings are scheduled for a specific date and time
- Share schedules throughout your organization, or mark certain events as private
- Easily add completed events to history notes for future reference

Details:

Never miss another call or meeting - It takes even the most successful sales people multiple calls to close a deal, so maintining an accurate calendar is crucial. ClienTracker's streamlined scheduling process takes you through the steps of completing an event, documenting the results, adding a future task with a few clicks. Completed events are automatically stored in the record's history notes, while future events populate the easy-to-use calendar.
Real time alerts - When scheduling an event or task, ClienTracker gives you the option of receiving a reminder. If you prefer, ClienTracker will automatically send you a real-time reminder via cell phone, email, or on-screen pop-up. This makes it impossible to miss an event.

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Please contact us today with any questions about ClienTracker.