Your clients are your lifeblood, get to know your business & your clients intimately...with inForm CRM.
Understand who your top clients are, who’s dropping off, which of your services are sky rocketing and which ones' are tanking. Manage all your client information from one spot, simply with inForm CRM. No need to juggle different spreadsheets.
inForm CRM frees you to focus on your clients - or getting new ones allowing your business to grow.
Manage client details (in detail!)
Keeping all your client information together can be a nightmare. We've simplified it and brought it all together so you can keep a secure, central record of your client's information - numbers, addresses, health fund information, and all the other essential details. Now you know where to find your client's information when you need it.
Clinical, Business & Client Notes and Document
Management
Upload, manage and view documents relevant to your client. Once again, know where to find your client's information when you need it.
Notes are a very effective way of keeping a track on things like referring health professionals, current client activity, personal notes, among a million other things. Be warned though, note taking can become addictive!
View & Manage Client Payments & Invoices
Centralising all your client payments & invoices is now dead simple. You can access a record of all payments made by your client, understand those clients who are yet to pay, view and download client invoices. Invoicing made simple.
Send Email & SMS
Communicating with your client when they are in front of you is easy, but ensuring you can communicate when they are out of your practice or studio is slightly more difficult. So we've built in email & SMS so you can keep in touch with your clients to minimise no shows, pump-up your service and motivate clients between
appointments.
Charting
Data is great, but charting is better. We’ve made your business data easily digestible by creating charts that give you a visual
understanding of your business and how you’re tracking.
If our reports & charts are just not enough and you want to create your own, you can simply export your data to Excel for easy
report-making.
