Wearables Authors: Yeshim Deniz, Elizabeth White, Jason Bloomberg, Mauro Carniel, Rostyslav Demush

News Feed Item

ClientTickler Launches Customer-Focused Team Task Management for SMBs, Legal, and Professional Service Firms

New Multi-User package securely and collaboratively keeps client communication, projects and business milestones moving forward

SACRAMENTO, Calif., Jan. 22, 2013 /PRNewswire/ -- ClientTickler, a client-driven task management software provider for the legal and small-to-mid-size business (SMB) markets, today announced the availability of its Multi-User package, a comprehensive and easy-to-use task management system for fast-growing businesses that must excel in meeting client needs.

ClientTickler updates the tried-and-true concept of the card-based 'tickler' file with desktop software and an accompanying mobile app for customer-focused, proactive project management suitable for nearly any business.  Law firms, small business owners, realtors, advertising and other professional service agencies will find ClientTickler's automated task management workflows invaluable for a variety of processes and tactics that must be simultaneously executed for clients by a work team.

"I can't tell you what a useful tool ClientTickler is to our business," said business owner, Jamie Deonas. "We have successfully transformed several "idle" prospects into high priority clients by just entering their info and following up when reminded by ClientTickler."

ClientTickler's Multi-User package comes standard with three licenses, and allows purchase of additional user licenses for the same network to collaboratively manage, document, communicate and report on client status and activities from a shared database.  Information is available for multiple roles, including users as well as supervisors, making time tracking, task documentation, meeting preparation and status reporting truly collaborative.

"Harvard Business Review found that an average business will lose 50% of its customers every five years.  ClientTickler was created to build and retain long-term customers," said Donna Gary, CEO and founder of ClientTickler. "Any business that depends on client loyalty and excellent customer service to drive revenue will benefit from using ClientTickler.  Focused toward growing companies, ClientTickler's new Multi-User package serves groups of users with seamless collaboration to keep everyone on the same page and in control, encouraging them to be proactive instead of reactive."

"Our office tested numerous tickler programs for our small law firm before deciding on ClientTickler, said Sarah M. Stamm of the law office of John B. Rogers. "ClientTickler is an invaluable tool for any business working with deadlines. Streamlined and user friendly, it is a definite must have!"

Proactive ClientTickler Drives Tasks and Projects Forward

ClientTickler is ideal for any SMB focused on customer service and follow through. Users can create an unlimited number of custom tickler types as required by their business, and assign each tickler as a Task, Activity, Communication, Request or any type of action that needs to be recorded and tracked by ClientTickler. ClientTickler then keeps track of all of an individual's or team's tasks, reminders, follow-ups, communication and tracking for each client in one date-driven application.  By opening the same easy-to-access "tickler screen" each morning, individuals and teams know precisely what needs to be done that day.

With ClientTickler, users can:

  • Set up customized client types tailored to a particular industry, workflow or business process
  • Create workflow templates that contain a set of tickler types and the time between tasks so that repeated processes are easily enabled for new prospects, clients or employees
  • Sync with Microsoft® Outlook so all projects are calendared
  • Use side-by-side views clearly marked in red, on a calendar, which can be viewed by day, week, month or year, or customized
  • Handle communication from the ClientTickler screen via email, phone or other correspondence easily created from within attractive templates

Track birthdays and other special occasions so users may send a personal note via a number of suitable templates, keeping that personal touch with prospects and customers.

Pricing and Availability

The ClientTickler Multi-User package, geared to teams and groups, is available immediately as an upgrade to current Basic and Pro package customers, and for $499 for new customers via www.clienttickler.com.  In addition to the new Multi-User package, ClientTickler is available as a single-user desktop application.  ClientTickler Basic is $99, ClientTickler Pro is $199 and offers advanced communications features, enhanced Microsoft® Outlook interaction, and the ability to create multiple custom communication templates.  The ClientTickler mobile app for iPads® and iPhones® is available from the Apple AppStore. 

About ClientTickler

ClientTickler is the brainchild of Donna Gary, a veteran leader in legal administrative services and law firm management.  Gary developed ClientTickler to revolutionize client relationships and business efficiency by leveraging the simplicity and effectiveness of card-tracking tickler files, adding features requiring users to be aggressively proactive in planning and performing, making other more passive calendaring and task tracking systems obsolete.  ClientTickler was founded in 2012 and is headquartered in Sacramento, California.  For more information or to purchase ClientTickler, please visit: http://www.clienttickler.com.

Visit us on Facebook:  http://www.facebook.com/ClientTickler

Twitter:  https://twitter.com/ClientTickler2

Google+:  https://plus.google.com/108618491143774669983/posts

Blog:  http://blog.clienttickler.com/

SOURCE ClientTickler

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

@ThingsExpo Stories
As IoT continues to increase momentum, so does the associated risk. Secure Device Lifecycle Management (DLM) is ranked as one of the most important technology areas of IoT. Driving this trend is the realization that secure support for IoT devices provides companies the ability to deliver high-quality, reliable, secure offerings faster, create new revenue streams, and reduce support costs, all while building a competitive advantage in their markets. In this session, we will use customer use cases...
Digital Transformation: Preparing Cloud & IoT Security for the Age of Artificial Intelligence. As automation and artificial intelligence (AI) power solution development and delivery, many businesses need to build backend cloud capabilities. Well-poised organizations, marketing smart devices with AI and BlockChain capabilities prepare to refine compliance and regulatory capabilities in 2018. Volumes of health, financial, technical and privacy data, along with tightening compliance requirements by...
Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settlement products to hedge funds and investment banks. After, he co-founded a revenue cycle management company where he learned about Bitcoin and eventually Ethereal. Andrew's role at ConsenSys Enterprise is a mul...
The best way to leverage your Cloud Expo presence as a sponsor and exhibitor is to plan your news announcements around our events. The press covering Cloud Expo and @ThingsExpo will have access to these releases and will amplify your news announcements. More than two dozen Cloud companies either set deals at our shows or have announced their mergers and acquisitions at Cloud Expo. Product announcements during our show provide your company with the most reach through our targeted audiences.
DevOpsSummit New York 2018, colocated with CloudEXPO | DXWorldEXPO New York 2018 will be held November 11-13, 2018, in New York City. Digital Transformation (DX) is a major focus with the introduction of DXWorldEXPO within the program. Successful transformation requires a laser focus on being data-driven and on using all the tools available that enable transformation if they plan to survive over the long term. A total of 88% of Fortune 500 companies from a generation ago are now out of bus...
With 10 simultaneous tracks, keynotes, general sessions and targeted breakout classes, @CloudEXPO and DXWorldEXPO are two of the most important technology events of the year. Since its launch over eight years ago, @CloudEXPO and DXWorldEXPO have presented a rock star faculty as well as showcased hundreds of sponsors and exhibitors! In this blog post, we provide 7 tips on how, as part of our world-class faculty, you can deliver one of the most popular sessions at our events. But before reading...
DXWordEXPO New York 2018, colocated with CloudEXPO New York 2018 will be held November 11-13, 2018, in New York City and will bring together Cloud Computing, FinTech and Blockchain, Digital Transformation, Big Data, Internet of Things, DevOps, AI, Machine Learning and WebRTC to one location.
DXWorldEXPO LLC announced today that "Miami Blockchain Event by FinTechEXPO" has announced that its Call for Papers is now open. The two-day event will present 20 top Blockchain experts. All speaking inquiries which covers the following information can be submitted by email to [email protected] Financial enterprises in New York City, London, Singapore, and other world financial capitals are embracing a new generation of smart, automated FinTech that eliminates many cumbersome, slow, and expe...
DXWorldEXPO LLC announced today that ICOHOLDER named "Media Sponsor" of Miami Blockchain Event by FinTechEXPO. ICOHOLDER give you detailed information and help the community to invest in the trusty projects. Miami Blockchain Event by FinTechEXPO has opened its Call for Papers. The two-day event will present 20 top Blockchain experts. All speaking inquiries which covers the following information can be submitted by email to [email protected] Miami Blockchain Event by FinTechEXPO also offers s...
DXWorldEXPO | CloudEXPO are the world's most influential, independent events where Cloud Computing was coined and where technology buyers and vendors meet to experience and discuss the big picture of Digital Transformation and all of the strategies, tactics, and tools they need to realize their goals. Sponsors of DXWorldEXPO | CloudEXPO benefit from unmatched branding, profile building and lead generation opportunities.
With tough new regulations coming to Europe on data privacy in May 2018, Calligo will explain why in reality the effect is global and transforms how you consider critical data. EU GDPR fundamentally rewrites the rules for cloud, Big Data and IoT. In his session at 21st Cloud Expo, Adam Ryan, Vice President and General Manager EMEA at Calligo, examined the regulations and provided insight on how it affects technology, challenges the established rules and will usher in new levels of diligence arou...
Dion Hinchcliffe is an internationally recognized digital expert, bestselling book author, frequent keynote speaker, analyst, futurist, and transformation expert based in Washington, DC. He is currently Chief Strategy Officer at the industry-leading digital strategy and online community solutions firm, 7Summits.
Digital Transformation and Disruption, Amazon Style - What You Can Learn. Chris Kocher is a co-founder of Grey Heron, a management and strategic marketing consulting firm. He has 25+ years in both strategic and hands-on operating experience helping executives and investors build revenues and shareholder value. He has consulted with over 130 companies on innovating with new business models, product strategies and monetization. Chris has held management positions at HP and Symantec in addition to ...
Cloud-enabled transformation has evolved from cost saving measure to business innovation strategy -- one that combines the cloud with cognitive capabilities to drive market disruption. Learn how you can achieve the insight and agility you need to gain a competitive advantage. Industry-acclaimed CTO and cloud expert, Shankar Kalyana presents. Only the most exceptional IBMers are appointed with the rare distinction of IBM Fellow, the highest technical honor in the company. Shankar has also receive...
Enterprises have taken advantage of IoT to achieve important revenue and cost advantages. What is less apparent is how incumbent enterprises operating at scale have, following success with IoT, built analytic, operations management and software development capabilities - ranging from autonomous vehicles to manageable robotics installations. They have embraced these capabilities as if they were Silicon Valley startups.
The standardization of container runtimes and images has sparked the creation of an almost overwhelming number of new open source projects that build on and otherwise work with these specifications. Of course, there's Kubernetes, which orchestrates and manages collections of containers. It was one of the first and best-known examples of projects that make containers truly useful for production use. However, more recently, the container ecosystem has truly exploded. A service mesh like Istio addr...
Predicting the future has never been more challenging - not because of the lack of data but because of the flood of ungoverned and risk laden information. Microsoft states that 2.5 exabytes of data are created every day. Expectations and reliance on data are being pushed to the limits, as demands around hybrid options continue to grow.
Poor data quality and analytics drive down business value. In fact, Gartner estimated that the average financial impact of poor data quality on organizations is $9.7 million per year. But bad data is much more than a cost center. By eroding trust in information, analytics and the business decisions based on these, it is a serious impediment to digital transformation.
Business professionals no longer wonder if they'll migrate to the cloud; it's now a matter of when. The cloud environment has proved to be a major force in transitioning to an agile business model that enables quick decisions and fast implementation that solidify customer relationships. And when the cloud is combined with the power of cognitive computing, it drives innovation and transformation that achieves astounding competitive advantage.
Cloud Expo | DXWorld Expo have announced the conference tracks for Cloud Expo 2018. Cloud Expo will be held June 5-7, 2018, at the Javits Center in New York City, and November 6-8, 2018, at the Santa Clara Convention Center, Santa Clara, CA. Digital Transformation (DX) is a major focus with the introduction of DX Expo within the program. Successful transformation requires a laser focus on being data-driven and on using all the tools available that enable transformation if they plan to survive ov...