ProClient Features Breakdown

ProClient’s user-friendly and comprehensive CRM allows you to manage your business needs, including marketing, document management, billing, scheduling, and more. 

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Schedule the Entire Organization

ProClient Calendar

Planning and scheduling can take up a considerable chunk of your day, especially when trying to clean up calendar mishaps like double bookings and missed meetings. 


• Self-Scheduling
• Accurate Availability 
• Set Reminders
• Manage Walk-Ins
• Calendar Integration
• Custom User View



Stress-Free Client Scheduling

With self-scheduling, double booking prevention, and many other time-saving features, ProClient can help you take control of your calendar and delight your clients with a user-friendly experience.

• Office 365 & Google Suite Integration
• Unlimited Scheduled Appointments
• Unlimited Appointment Types / Services
• Buffer Time Between Appointments
• Set Daily Limits
• Set Minimal Scheduling Availability
• Awesome Self Scheduling For Clients
• Schedule Recurring Appointments

Securely Manage Documents

ProClient Docs

As a business owner, you must handle an overwhelming amount of documentation, which can be exhaustive and time-consuming. Plus, you must ensure that all these documents are secure, as your clients rely on you to protect their sensitive information.

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Advanced Document Security Standards

With two-factor authentication, users can select a method to receive their one-time PIN every time they log in to the ProClient portal. This adds an extra layer of protection for client documents stored in the system.

• Easy Document Tagging 
• Document Review History - Know What Your Clients' Upload
• Access Management
• File Version Management
• Online Viewing
• Two-Factor Security
• Accessible Anywhere - Desktop, Tablet, or Mobile Devices

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ProClient Security

SSL Report

ProClient is protected by Secure Socket (SSL) encryption. Our SSL setup is certified as employing strong 256-bit encryption designed to keep your data private.


Data Retention

Data backups are created daily. Your business location will determine the physical location of your data. Your data will be stored on US-based servers.


Credit Card Protection

Payments made with credit cards get processed by Payrix, our PCI-compliant service partner. No confidential data is shared with ProClient.


ProClient CRM

Managing all your companies’ clients and associated contacts became easier thanks to advanced tools on ProClient CRM that allow you to organize, filter, and locate what exactly you’re looking for.

Access everything you need to manage customers on one dashboard, including appointments, documents, email & text, auditing, billing, and more. 

Best of all, you can add unlimited contacts and companies.


Flexible Record Linking

Link customers, accounts, and other records to existing contacts in the system, allowing the team to determine their connections quickly and even build customized follow-ups in real-time.


Import Client Data

Quickly import contact and account data from multiple sources, including spreadsheets, calendars, and other systems. ProClient's import tool can detect your data type and provide matching options or use simple format.


Team Management

Track and monitor team member’s activities in the CRM, giving you optimal visibility and control of your team’s tasks. Also, easily manage who has access to documents for heightened security and accountability.

The Last Business Tool You'll Ever Need

Start Your Free 14 Day Trial Today 

Everything you need is right here in our easy-to-use and highly customizable CRM.

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