Client Management
Effortlessly keep track of both clients and staff giving you more time to focus on your business
Client and Staff Management Features
| Organise and keep track of all your clients and contacts |
| Set tax rates to taxable or exempt on a per client basis dependent on their location |
| Allow clients to setup and create accounts themselves or only allow clients access your client area if you have specifically created their account for them |
| Ensure you have full and accurate client information with the use of Jexxes verify on first login feature |
| Improve client communications and send fully branded emails from within the Jexxe interface |
Benefits
| Keep client data accurate and up to date with the ability for the client to update and correct their own details online |
| Easily download and transfer your entire client and staff data into any third party programme or mailing list utility using standard CSV formating |
Try the online demo or view the latest pricing
