Client Sense

Add to favourites

Client Sense is a client retention and business development solution for professional services firms with features including:

  • Key Client Monitoring
  • Referrer Management
  • Client Relationship Mapping
  • Winning New Work
  • Succession Planning
  • Key Staff Departures
  • Key Client Contacts

Cost (from)
£300.00 / month
Trial
No trial
Partner Program
No
Free Practice Subscription
No
Accounting Software
Exact, FreeAgent, FreshBooks, KashFlow, MYOB, Other, QuickBooks Online, Sage Business Cloud, Twinfields, Xero
Mobile OS Compatibility
No mobile app
Data Sync
Manual
Non-Accounting Integrations
Exchange, MailChimp, Office 365, Outlook.com
Offices
Croydon (UK)
Geographies Served
Australia, UK
Support Channels
Email, Telephone, Web Form
Support Availability
09:00 – 17:00 GMT, Mon – Fri
Training
Vendor Led
Two Factor Authentication
No
App Category
CRM, Workflow and Practice Management
Client Sector
Accounting and Bookkeeping, Contracting Services, Creative Agencies, Engineering, Insurance, Legal Service, Professional Services, Technology