Strengthen Client Relationships
Build lasting relationships by tracking client history, managing interactions, and providing personalised communication.
Build Stronger Client Connections
Manage all client interactions in one place. Maintain detailed client profiles, track communication history, set follow-up reminders, and create personalized marketing campaigns.
Unlock Key Benefits
Complete Client History
Track every interaction, purchase, and communication for a full client overview.
Communication Logging
Keep an organized record of emails and SMS messages sent through the platform.
Advanced Client Segmentation
Group clients by various criteria for highly targeted marketing and personalized service.
Task & Follow-up Reminders
Schedule and manage tasks related to client communication and follow-ups.
Custom Client Notes
Add detailed notes and custom fields to client profiles to store specific information.
Client Activity Reporting
Generate reports on client engagement, purchase frequency, and lifetime value.
Building Stronger Client Bonds
Log Interactions
Record notes, calls, and meetings associated with each client. Create detailed interaction logs that capture the context, outcomes, and follow-up actions from every client touchpoint. Set reminders for important dates like contract renewals, breeding seasons, or follow-up calls to ensure no client falls through the cracks.
View Purchase History
Easily see past purchases and bidding activity for every client. Access a complete timeline of all transactions, including animals purchased, prices paid, bidding patterns, and post-sale interactions. Identify buying preferences, seasonal purchasing patterns, and lifetime value to better understand each client's behavior and needs.
Personalise Outreach
Use insights from client history to tailor your communications. Leverage purchase history and interaction data to create personalized email campaigns, recommend specific animals that match their preferences, or send timely updates about new stock that aligns with their previous buying patterns. Build stronger relationships through relevant, timely communication.