Clean & Sleek Design
The Client Bank has always been about being visual and easy to use. With our clean user interface, it makes keying in data a breeze and with visual tools to generate all the reports you need.
Support for multiple devices and all modern browsers means that whether on a desktop, tablet or mobile you will always be able to utilise your cliet management system.
The Client Bank offers one click reporting to allow you to get the data management you need quickly. From viewing your pipeline to introducer reports all at the click of a button.
With user guides and videos to aid you in getting the most out of your Client Bank you will have everything you need to hit the ground running. We also have dedicated email support.
Contact us today to arrange a remote demonstration of The Client Bank CRM System.Book Now
Help your business
Could you sell your business today?
People spend years building up a client base. Most have paper copies and some may use excel. However with The Client Bank you could show in seconds how many clients you have, show all their documents, policies, how much you have earned and more. Your business now has a value and gives you an exit strategy.
Protect your clients
Do you have a record of everything to do with your clients?
Can you access your clients details, notes and policies within seconds when they call you?
Could you cope if your network switched your access off from their sales system?
These are all questions which can be solved by using The Client Bank CRM System.
Are you proactive and know when it is time to review a client?
With The Client Bank you can track client reviews, work your Client Bank and identify opportunities. Never miss a sale again.
To quote Holly "How did we ever manage without this".
Totally transformed my business! I can now see every review and action point ahead of me with one click.
Vital to our business. Keeping client records and documents all in the one place. So easy to use for my admin team.