Client Board is client tracking at a glance!
If in your business you take your clients through a multi-step process, then Client Board is the app for you and your business. Track, schedule, map, list, email, call, group, archive, and sync your clients all at your fingertips!
•Easy and intuitive interface
•Visibly track clients and tasks at a glance.
•Double-tap on an empty space to create a new task.
•Clear visual tasks that let you see if the task is still on time, if it is done, or if it’s late.
•Add contacts from scratch or from your contacts list to your clients. Send emails to your clients to keep them up to date without leaving the app. In iPhone, you can also call your client from the app.
•Add notes to your clients to keep track of important information. Notes are time-stamped for creation time and last update.
•Schedule local alerts for your client’s tasks.
•Sync your Client Board tasks with your device’s calendar app. Then, when you sync your iPhone or iPad with your computer through iTunes, it will sync your Client Board tasks with your computer’s calendar application such as iCal, Outlook, etc.
•Task list mode.
•View your client’s tasks on a map in a day-to-day basis.
•Create custom templates to fit your business. Then apply them to your clients to save effort and time.
•Create custom categories and status to group your clients in groups according to your business’ needs.
•Search feature lets you search for a client by full or partial name, and/or for a particular month.
•Archive clients once you don’t need to see them on the main view. This will keep your list uncluttered and still retain all your client’s information. And if you ever needed to un-archive a client, you can do so.
•Create mailing lists in .csv format for easy exporting to your favorite spreadsheet software or for creating mailing labels.
•Add billing items to your client’s tasks. These items can be customized to be flat rate, per hour, or per item.
•Sync your data with other devices using the device’s Bluetooth capabilities.
•Guided tour for easy introduction to Client Board.
•Universal app. Buy once and install it on your iPhone, iPad, or iPod touch and it will adjust its user interface and capabilities to fit your device, including the longer screen in the iPhone 5.
•More great features coming soon! We are always updating!