Maximize client relationships with My Clients Plus, a comprehensive practice management software designed to streamline workflows, enhance communication, and boost business productivity.
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1 User, 1 Office, Unlimited Contacts
2 Users, 3 Offices, Unlimited Contacts
5 Users, Unlimted Offices, Unlimited Contacts
10 Users, 5 Offices, Unlimited Contacts
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My Clients Plus is a cloud-based client management and marketing software designed for small businesses and professionals to manage their clients, leads, and marketing campaigns.
To add a new client, go to the 'Clients' tab and click on the '+Add New Client' button. Fill out the required information such as name, email, phone number, etc., and save.
Yes, My Clients Plus offers integrations with various third-party tools and software such as Google Calendar, Mailchimp, and more. Check the My Clients Plus website for a list of available integrations.
You can track client interactions by creating notes, logging calls or meetings, and updating their activity history within the 'Notes' tab.
My Clients Plus allows you to generate various reports such as client lists, sales pipeline reports, and marketing campaign performance reports. These reports provide valuable insights into your business's performance.
Yes, My Clients Plus is built on a secure cloud platform that ensures data protection and confidentiality. All data stored in the system is encrypted and backed up regularly to prevent loss.
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