Client Management

Overview :

  • HR HUB 360 comes with a feature to effectively oversee and manage interactions with clients and associated projects.
  • This feature is set with its ultimate goal to build and maintain good client relationships, so as retain more customers, and ensure ongoing success.

Purpose :

  • Log customer and project details
  • Easy access to customer contact .
  • View employee associated with the Customer project.
  • Track project associated to each customer.

Features :

  • Well logged customer list view
  • Instant view of associated staffs
  • In app feature to call or email the customer’s primary contact.
  • Customer compliance tracking.
  • Categorized customer view
    • End Client
    • Partner
    • Vendor
    • Customer
    • Suppliers
  • Separate interface for customer and project.
  • Customers can be viewed based on the country .
  • Customer compliance management filter which helps to track the compliance of each customer.
    • Total
    • Expired
    • Partially completed
    • Not Started
  • Dynamic email sending feature, that lets admin to contact the customer from within the application.
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