• Mobile CRM Software
  • Foundations & Non-Profits

Solution Overview

The solution comprised: A mobile app for coaches to manage clients, session booking, attendance, notes, clinical risk score calculation and workflow A web app for approving payments, automatic self-billing invoice generation, financial reconciliation, management reporting, and full client and session data management.

Key Features

The solution is ideal for organisations who have a geographically diverse workforce, many of whom are self-employed and providing services to clients that require scheduling and managing whilst mobile.

Key Benefits

Massive reduction in time and effort to capture and record information about clients and sessions

Automatic self-billing with authorisation workflow

Instantly available up to date information for reporting and decision making purposes

Freed up backoffice staff to spend more time on helping clients and focus on fund-raising

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