CLIENT MANAGEMENT

VALIDO software understands how important it is to have a Client Management System that not only organises client data, but is also easily accessible and identifiable.

Our Client Management System will provide you with the ability to track the contact information of key people and companies or departments you carry out assessments for. It forms a comprehensive history of all your activities in an easy to use interface. 


The mobile assessments are automatically organised into client folders. Our Client Management System allows you to :- 

  • Automatically download assessments into specified client's folders.
  • Easily review the contact information for the people, areas and companies you are assessing.
  • Compile communication, events, and actions related to them.
  • Edit and update information.
  • Form a customer relationship management system  (CRM)
  • Store a complete history of all assessments 
  • Add photographs and multi media.
  • Review the original file generated by the mobile unit
  • Review the final report 

KEY BENEFITS

  • SAVES TIME AND MONEY
  • ADAPTABLE TO SPECIFIC INDUSTRY
  • EASY INTEGRATION
  • ACCESSIBLE ON SITE LOCATION
CLIENT MANAGEMENT TEMPLATE MANAGEMENT MOBILE ASSESSMENT REPORT GENERATION