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      Client Sense (CRM)

      Client Sense automatically maps known relationships, contacts, interactions and meetings - with no data entry - so your firm has the visibility and tools to manage and protect the key relationships that drive revenue.

      Website: https://clientsense.com/ 

      Summary

      Client Sense is a "zero" data entry, business-development focused, client-relationship tool.

      Integration

      Microsoft 365

      Benefits

      Client Relationship ManagementAutomatic and 360° visibility over the organisations and individuals that make up the firm’s key commercial relationships. See real-time information such as meetings, last contact and recent activity, without the need for any data entry.Referrer ManagementProtect revenue by ensuring regular contact with key referrers is maintained. Grow and nurture your referral network, by ensuring the right people are remaining in contact and relevant with your firm's key referrers at all times.Cross ServicingIdentify which areas of your firm are and are not in contact with each of your clients. Identify actionable cross servicing opportunities to increase revenue, develop key practice areas, identify more strategic work and increase client retention.Event and List ManagementQuickly develop event, mailout and invite lists using real-time and up-to -date data. Track attendance from webinars, breakfast sessions and other events and measure the engagement attendees have with the firm following each event.Succession PlanningSet and monitor the transition of key client relationships from one or more individuals to others within the firm. Support planned retirements, strategic changes to relationship accountability and proactive account management at all levels across your firm.Key Staff DeparturesQuickly identify the relationships that may be impacted by sudden staff changes. Proactively identify relationships which may be impacted by the inevitability of staff changes and act decisively to protect the client relationships likely impacted or at risk.Contact RecordsLet's face it, without dedicated sales teams, CRM systems are expensive, under-utilised and always out of date. Client Sense provides live information across your client, contact and referrer records, automatically collecting Titles, Telephone details, Addresses and more.

      How it works

      Client Sense automatically maps known relationships, contacts, interactions and meetings, providing your firm with the visibility and insights to manage and protect the key relationships that drive revenue.


      Unlike a CRM, Client Sense does not rely on data entry from busy professionals. Real-time information and 360 degree relationship mapping, means you and your firm can perform much more strategically to both increase and protect revenue. The software helps:

            • Ensure key client and referrer relationships are managed and protected through regular contact by the right people
            • automatically captures external contacts, who they know, their interactions, titles, addresses
            • Identify cross-servicing opportunities and monitor progress
            • Improve targeted / industry focused prospecting
            • Find relationships impacted by sudden staff changes

      Functionality

      (Premium level)

      - Automatic Company and Contact capture- Signature Analysis (Title, Address, Telephone and ABN / ACN capture)- 360° relationship mapping- Succession planning / relationship transitioning- Cross-service, 'drop off' and last contact reporting- Invite, mailout and list extraction- Individual Contact and Company grouping- Relationship Management *- Custom activity types- Custom data fields

      Pricing

      E.g. Firm of 30 = $6,500 / annum (lower level available)

      Used by

      • Tillike & Gibbins (member firm, Thailand)
      • VanEps (member firm, Curacao)