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Advanced Features
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Knowledgebase Tutorials Advanced Features

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Understanding Your Practice Activity Feed

The Practice Activity Feed is a vital tool on your home dashboard, providing a real-time pulse of everything happening within your practice. It's designed to keep you informed and help you stay on top...

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Pulse Feed

The Client Pulse Feed is a dynamic feature designed to give you a quick, at-a-glance overview of important client-related activities and alerts. It's an excellent way to stay informed about what matte...

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Reporting

ClientManager CRM provides powerful reporting tools to help you gain valuable insights into your practice's operations. You can segment your client book and draw various historical reports to better u...

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Understanding Billing and Credits in ClientManager CRM

Welcome to ClientManager CRM! This guide will help you understand how our billing and credit system works, ensuring you get the most out out of your CRM experience. 1. What are CRM Credits? Think of C...

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Managing Client Annual Reviews in ClientManager CRM

Conducting regular client reviews is a cornerstone of good financial planning, and our system is designed to help you efficiently manage this process. This guide will walk you through how to log revie...

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