ClientMate:Comms

Software Solutions for Accountants
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ClientMate:Database

What is it?

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 group of clients with ease. This information can easily be maintaned and shared within an office network.
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Feature Screen Shots

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 include:

  • 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
  • CIPRO 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 no’s
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