Client Management
Neatly Organized Client Database
Stay on top of your client lists and their essential info. Effortlessly add and remove remote clients, fill out client profiles, and access the history of your previous interactions.
Handy Client Management features
Client Directory
Find the client you need in your client list, access their information, and drop a message via a support chat with a couple of clicks.
Workstation Grouping
Support clients with as many workstations as they need to be serviced. You’ll be able to access them through the same client profile one at a time to provide remote assistance.
Workstation Details
Each of the client's connected workstations is displayed in the client's profile with the name of the operating system currently used by the client, system version, and type.
Client Info
Fill in a personal client profile with any information you consider crucial. Save the client’s email address, location, and phone number and add notes about their case.