The Klientuportfelis.lv system offers the possibility of creating custom client lists, allowing you to store information about your most important business partners.
All the information about the clients is stored in the main database: it is available conveniently and safely online. Your most important information about your clients will be available at any time and in any place with an Internet connection.
The convenient interface of the Klientuportfelis.lv system allows its users to share this information among the employees and departments of their companies, making your work with clients more intuitive.
- Manage effectively your client, business partner and other data;
- Share the contacts of your clients, your completed tasks, notes, relation histories and other data with your colleagues.
- Use the compatibility of client lists with the calendar to track meeting, call and other action schedules and results;
- Order your general client list and divide it into separate lists, according to your needs, the responsibilities of your employees and client groups;
- Import and export client list from/to other systems;
- Due to the integration of lists with Lursoft’s company databases, you can be sure about quality and relevance of the data!