Client Suites Pro

$100.00 / month

Client Suites Pro is designed for customer service and sales management. In addition to your team members working together, you can invite client contacts to share files and approve materials in your website for invoicing, credit requests and support requests.

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Description

Client Suites Pro is designed for customer service and sales management. In addition to your team members working together, you can invite client contacts to share files and approve materials in your website for invoicing, credit requests and support requests.

Bring clients back to your website

Add workspaces to engage your team around customer sales and service activities such as return approvals, support requests, credit requests, invoicing, sales quotes customer orders and contact reports.

Client Suites Pro adds a set of workspace templates that link to a Customer Location. While each template is predesigned to solve most situations, each template can be edited by the administrator to add workflow to route and assign tasks.

  • When you purchase the suite, workspaces will be installed and visible in your Add New dropdown list and Workspace Map.
  • Child workspaces are visible in the dropdown list after you publish the parent workspace.
  • Each subscription adds the following suite of workspaces.
These are the workspace templates that are installed. They create workspaces under the Customer Location, which is the top level workspace template:
  • Contact Report
  • Sales Quote (parent) > Action Item (child) and Pricing Request (child)
  • Credit Request
  • Customer Order (parent) > Action Item (child)
  • Return Approval
  • Support Request
  • Warranty Request (parent) > Action Item (child)
  • Invoice

 

Additional information

Billing Period

Monthly

Installs Allowed

5

Storage GB

10