ProClient Features Breakdown
ProClient’s user-friendly and comprehensive platform allows you to manage your business needs, including marketing, document management, client portal, billing, scheduling, and more. Our features were designed with your time and money in mind so that you can focus less on administrative tasks and more on growing your business.
Let’s take a look at some of our favorite ProClient features and what they can do for your business.
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.
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.
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.
ProClient Docs, our document management solution, combines the latest technology, secure file sharing, and powerful workflow automation tools all in one centralized hub. This enables you to securely collect, manage, store, and share documents for clients and team members.
With ProClient Docs, you can:
- Streamline document management workflow, including document tagging, document review, access management, file version management, renaming, online viewing, and downloading. This reduces operational costs associated with copy machines, supplies, and storage space for filing cabinets.
- Improve staff collaboration with version control and other improved features that allow everyone to access the most recent version of any document
- Eliminate geographical limitations with digital documents accessible anywhere, anytime, with the correct permissions.
- Mitigate risk and compliance issues with audit trail and retention functionality.
By electronically organizing and storing all documents in one place, ProClient Docs offer an optimized, paperless workflow process. Best of all, you can manage your business documents securely anytime, anywhere. This will eliminate your issue of clients reaching out and asking for another copy- they have it available to them at any time.
The Last Business Tool You'll Ever Need
With ProClient Portal, you can give your clients access and freedom over their information, all while maintaining your brand.
ProClient Portal unifies all client interactions with your team into a single, secure portal. You have the power to control what the clients can see and access and what they cannot, including document files and folders, schedules, tasks, document request lists, discussions, invoicing, and more.
Efficiently manage the look and feel of your portal by incorporating your brand logo, colors, and fonts.
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.
ProClient Security allows you to collect and protect sensitive information with world-class security and encryption. Collect client information effortlessly and adhere to strict compliance protocols to secure your data.
The Last Business Tool You’ll Ever Need
Picture a world where your team members and clients go to a single portal for all business processes and communication.
Creating a single set of actionable data allows you to create customizable processes that provide better experiences and outcomes for you and your clients. That’s what ProClient is all about. Everything you need, from marketing to billing to document management and scheduling, including a customizable CRM, is here to ensure you save time and money.
Test out ProClient yourself with our free 14-day trial!