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    • CRM & Management Solutions
    for Coaches and Consultants

    Streamline operations, improve customer relationships, and manage projects with an easy-to-use CRM tailored for small businesses. Boost efficiency, enhance sales, and scale your business with a centralized solution.

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    Secure

    Your information is securely encrypted with TLS.

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    360 View

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    Customizable Notifications

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    Transparent View

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    Transforming the Way Interior Designers Work with Smart CRM Solutions

    Our smart CRM solutions streamline project management and client interactions for interior designers. From task tracking and invoicing to seamless communication, it enhances efficiency and ensures smooth project execution. Designed specifically for interior designers, our CRM helps boost organization, improve client satisfaction, and drive project success.

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    Client Onboarding and Tracking

    Pain Point: Coaches and consultants often struggle with managing new client onboarding and keeping track of client progress over time.

    How It Benefits You
    1. Centralized Client Overview – Easy access to client details and project updates for smooth execution and communication.
    2. Invoice & Payment Tracking – Enhances transparency and reduces payment delays for both clients and teams.
    3. Task & Deadline Management – Streamlines task assignments and ensures timely project delivery.
    4. WhatsApp Chat Integration – Facilitates instant communication for better client engagement and faster responses.
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    Scheduling and Time Management

    Pain Point: Managing appointments and schedules can be challenging, especially when working with multiple clients with varying availability.

    How It Benefits You
    1. Centralized Scheduling: Organize appointments and deadlines in one platform to avoid conflicts.
    2. Automated Reminders: Get automatic notifications for upcoming sessions, tasks, and follow-ups to avoid missed commitments.
    3. Time Blocking:  Schedule dedicated time slots for tasks to enhance focus.
    4. Integrated Calendar Sync: Sync with Google Calendar or Outlook for seamless updates.

    Marketing and Client Retention

    Maintaining client relationships post-project completion and securing repeat business can be challenging without consistent follow-ups.

    How It Benefits You
    1. Target the Audience – Segment and reach the right audience for more relevant campaigns.
    2. Personalized Templates – Use dynamic templates to tailor messages for better engagement.
    3. Multi-Channel Communication – Communicate via WhatsApp and email for seamless client interactions.
    4. Delivery Status Tracking – Track campaign delivery to ensure messages reach recipients.
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    Client and Project Management

    Pain Point: Tracking multiple projects and clients simultaneously can be overwhelming, especially with varying timelines, specifications, and updates.

    How It Benefits You
    1. Centralized Client Overview – Easy access to client details and project updates for smooth execution and communication.
    2. Invoice & Payment Tracking – Enhances transparency and reduces payment delays for both clients and teams.
    3. Task & Deadline Management – Streamlines task assignments and ensures timely project delivery.
    4. WhatsApp Chat Integration – Facilitates instant communication for better client engagement and faster responses.