ClientNotebook – Features

Why should your business use Client Notebook?
•	ClientNotebook reduces hardcopy paperwork and streamlines the flow of information throughout your business enterprise.
•	ClientNotebook standardizes documentation through the use of document templates.
•	ClientNotebook reduces project management risks through centralized access to issues and action items.
•	ClientNotebook improves customer communication through implementation of a web-based client support center.
•	ClientNotebook eliminates the need for individual staff to store electronic documents on their computers since they may all retrieve the latest versions on-line.
•	ClientNotebook provides a corporate knowledge base reducing dependence on a single staff member for critical client business knowledge.
•	ClientNotebook provides excellent tracking on leads reducing the potential of lost business opportunities.
•	ClientNotebook improves the reuse of information and documents throughout your business ensuring that you don't reinvent the wheel.

	Features If you have information typically stored in a variety of forms, formats, and folders throughout your business, but have not found a way to bring these valuable resources together, then ClientNotebook may be the answer. ClientNotebook fills a common gap left by most Customer Resource Management (CRM) systems and electronic document management systems. Clients
	•	Quickly build a master list of clients (past, present, and potential future) for your business with contact information shareable via the web.
	•	Search through and sort clients and export lists to MS Word when desired.

	Projects
	•	Store project summaries for active and completed projects resulting in a complete business portfolio.
	•	Assign active projects to managers to distribute the workflow and responsibilities for project documentation.

	Document Templates
	•	Establish templates for common business documents based on your specific needs.

	Project Notes and Documents
	•	Store all notes and documents relating to each project creating a completely electronic project library.
	•	Upload proposals, design documents, scanned forms, quotes, etc. Store information on meetings, correspondence, and more.
	•	Store information in a database format and export documents to MS Word for distribution to others.

	Task Management, Scheduling, and Action Items
	•	Project managers and staff can assign action items and schedule deliverables.

	Client Support Center
	•	Automatically setup a web-based client support center
	•	Allow your clients to enter requests or issues requiring resolution with staff providing feedback and closure to issues on-line.
	•	Share documents with customers such as quotes or proposals

	System Requirements
	•	ClientNotebook is designed to operate via the internet or intranet within most common web browsers with preferred operation using MS Internet Explorer. Hosting of the ClientNotebook application requires a MS Internet Information Server (IIS) web application server.
	•	ClientNotebook is designed to operate with most common relational database management systems including mySQL, MS Access, and MS SQL Server.
	•	May utilize 128-bit encryption to ensure security if desired.

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Designed by MVINTECH
©2003 - 2004 ClientNotebook All Rights Reserved

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