ClientMate:Database

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 maintaned 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.
      • User-defined access rights
      • 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 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

ClientMate
version 6.1.4 - Update Now

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Prices (Excl. VAT)

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Downloads

Users

Monthly

or

Annual

2

R 82.50

 

R 891

5

R 110

 

R 1188

10

R 137.50

 

R 1485

20

R 165

 

R 1782

50

R 275

 

R 2970

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