Tracking clients and keeping up with various processes is always a challenge. Many professionals have been seeking a way to better manage tasks such as tracking, scheduling, mapping, calls, and emails. Client Board, from Saffron Byte offers an effective way to easily accomplish these tasks in one place. The app is currently $3.99 in the iTunes store.
Whether you manage clients as an individual business owner, or as the member of a team, Client Board is a one-stop toolbox solution that offers:
- Task Management that allows you to track all aspects of interaction with your clients.
- Contact management – Add new Contacts from scratch, or select them from your existing Contact lists in iOS.
- Email communication with clients from with the application.
- Localized alerts for client-specific tasks. This is great for scheduling follow-up calls and/or meetings.
- Map view of client tasks on a day-to-day basis to allow for optimized driving routes and time management.
- Creation of billing items that are attached to client tasks. Flexible options such as flat rate, per hour, and fixed per item costs are all possible.
- Bluetooth synchronization with other devices.
- Universal app that will allow you to utilize functionality on iPhone, iPad, and iPod touch with one simple purchase of the app.
Check out Client Board in action below:
After several days using Client Board, I can fully see it’s usefulness. The development company Saffron Byte, led by Alex Martinez, is committed to improving the user interface and functionality, so I see only great things coming our way from them in the future.
Once I got the hang of the interface, I found that Client Board was an extremely effective tool for managing client relationships. I’ve had several conversations with the developer, and i’ve been told that they are working on making the user interface more intuitive. They truly take user suggestions to heart, and are committed to crafting the finest app possible. Their reviews are stellar, and users overall are loving it!
What I enjoy most about the app is its ability to place your daily client tasks on a map. It’s nice to pull up a view and see where the next place to visit should be based on your current location. No more wasted miles in the car! You can effectively route your appointments with this handy view.
The ability to attach notes, tasks to clients is also a welcome functionality. When I develop websites, the process is broken down into many steps. I can create billable items for specific steps in the process. This allows me to lay my mind at ease, knowing full well that I can easily see what needs attention in respect to a particular client.
With our mobile devices becoming an increasingly important part of our business day, Client Board takes us one step closer to the day when we can leave the computer at home, hitting the road with all that we need.
Update: Contest is closed!
As a special gift to my readers, Saffron Byte has given me 5 redemption codes for free downloads of Client Board. If you would like a free code, follow two simple steps:
- Share this story on Facebook by clicking the Facebook button (the blue f) below this post
- Send a tweet about the story by clicking the Twitter button (the bird) below the post (when tweeting, be sure to add @timarthur and @clientboard to the end of the tweet so we can see it.
The first five people to perform both steps will be notified via twitter with instructions on how to get their code and redeem the app.
Please take the opportunity to follow Client Board on Twitter (@ClientBoard) and visit them on Facebook (Client Board on Facebook)
After trying out Client Board, please share your thoughts and opinions in the comments below. (If you do not see the comment section, click the post title above and scroll to the bottom of the post)
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