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Clients Management
- Store clients information
- Fast access to clients profiles
- Import your clients database
- Track client's projects status
- Track client's pending tasks
- Know client's accounting status
- Charge your clients credit cards
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Projects Management
- Upload projects documentation
- Store essential access information
- Assign deadlines and priorities
- Fast access to projects profiles
- Store projects budgets
- Assign projects managers
- Track projects accounting status
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Tasks Management
- Group your tasks with milestones
- Organize your tasks with status, priorities and deadlines
- Track overdue tasks or next deadlines
- Assign task responsible users
- Upload related files
- Receive full e-mail notifications
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Issues and Bug Tracking
- Let clients report bugs or issues
- Get e-mail notifications about reported or updated issues
- Automatic notifications are sent to clients when issues are updated
- Communicate with client writing directly on a reported issue
- Associate issues and tasks
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Credit Cards
- Accept Visa, MasterCard, American Express and Discover using your Authorize.Net merchant account
- Charge credit cards, authorize payments or refund clients directly from PerClient
- Track your client's credit card transactions
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Accounting
- Assign budgets to tasks or projects
- Track which tasks or projects were already billed or paid and when
- Know clients paid or due amounts.
- Know the value of pending tasks and projects
- Get accounting reports by periods
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Communications
- Store all communications with clients in PerClient
- Easy access to recent interactions with a client about a project or task
- Track time spent in communications
- Track unanswered communications
- Store a communication file
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Satisfaction Surveys
- Send e-mail surveys to clients to know their opinion about your work
- Complete surveys directly in PerClient
- Track clients satisfaction levels
- Identify tasks, projects or client communications with low satisfaction
- Get client comments about your work
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Team Management
- Create users for each team member
- Create roles, edit permissions levels and assign them to each user
- Track how much time users work
- Know which tasks they are working on
- See their recent communications
- Store their contact and job information
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Documents
- Upload files for your tasks, projects or client communications
- Upload general documentation about your company
- Create custom pages with information about your company
- Fast documents downloading
- Easily identify file formats and sizes
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