Frequently Asked Questions.
PerClient is an ERP (Enterprise Resources Planning) online solution for companies and individuals to manage their clients, projects, tasks and communications in an efficient and
inexpensive way.
PerClient is very intuitive and easy to use and it's designed to be used by every member of a company, from client services representatives to human resources or developers.
No, PerClient is an online service and it's ready to use immediately after
sign up.
Yes, PerClient provides a clients and tasks import tool which enables you to import all your existing information using CSV files. This tool provides detailed instructions on how to import those files and the formats needing.
Yes, it's completely secure, because PerClient uses secure and certified connections (HTTPs protocol) which doesn't allow anyone to see your information.
Yes, you can use PerClient anywhere you have an Internet connection and a web browser. PerClient is an online service, so all information is stored in PerClient's servers and can be accessed from anywhere in the world at any time you need.
Yes, PerClient provides a Roles system which allows you to create and assign different roles and permissions to each user. This way you can select different permission levels for each section of PerClient, allowing for example to edit tasks but not see accounting information about them.
Yes, PerClient provides an Issue Tracker, where your clients can login using a client identifier and password to report any kind of issues they have. Your clients will receive notifications automatically each time their issues are updated.
Yes, by default PerClient will send you e-mail notifications when new tasks, projects or issues are added and when they are updated, if you have permission to see them. Anyway you can customize which notifications you want receive or if you want to receive only those related to you, like your assigned tasks or projects.
You can always upgrade your plan limits in your PerClient Account section, so you don't have to worry about needing more users or storage capacity in the future.
Yes, PerClient is constantly growing and adding new features and also improving existing ones. If you need any particular new feature or improvement, please
contact us. We will try to satisfy your needs as soon as possible.
Of course, PerClient is developed and improved using PerClient's own features to track pending tasks, deadlines and priorities. Using PerClient also lets us know what our clients need and helps us to keep improving our system.
