Client Info Management

Simplify your workflows, track client info and resources effortlessly, and stay on top of services, quotes, and more, powered by the 4TAP Framework.

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Here are some things we can't stand...

Disorganized Customer Data

Scattered and inconsistent customer data stored in different places can be frustrating and cause things to fall through the cracks.

Inefficient Communication

Without a centralized system, communication among team members can be fragmented and lead to missed opportunities and customer dissatisfaction.

Difficulty Planning

It is almost impossible to properly forecast sales and prepare for future growth without a system that offers data insights.

Missed Opportunities

Without a comprehensive view of customer interactions, it is easy to miss opportunities to cross-sell or upsell products.

Improve Customer Satisfaction and Drive Business Growth

Imagine having a super-smart assistant for your business – that's what WorkflowTitan's client management tool is! It gathers all customer info in one place, so everyone's on the same page. No more data chaos! It takes care of routine tasks, keeps client data organized, and gives you the lowdown on what's working with nifty analytics. The result? Smoother teamwork, happier customers, and a turbocharged business growth. It's like having a secret weapon that makes your work life a breeze – less hassle, more success!

A Client Management System to keep track of it all

Generate and send quotes

Internal and external client portal

Schedule follow-ups

Manage projects

Automate workflows

Track inquiries

Message clients directly

Build your client list

Team email, task, and process control

WorkflowTitan Team ETP

In today's fast-paced work environment, managing a high volume of tasks while maintaining clarity and focus on high-value activities is a significant challenge for organizational departments and teams. Understanding process requirements, tracking task outcomes, and ensuring alignment with departments, teams, and projects can become overwhelming.

WorkflowTitan is engineered to streamline this complexity by:

  • Focusing on High-Value Tasks: Ensuring that your teams are always aligned with the most impactful activities.
  • Measuring Outcomes: Providing metrics and insights into the performance and results of tasks.
  • Facilitating Operational Excellence: Embedding standardized process controls and quality assurance into everyday workflows.
  • Connecting Tasks to Teams and Projects: Linking each task and its associated assets to the relevant departments, teams, and projects, even amidst high work volume.


While traditional Kanban boards, project management, and task management tools have attempted to address these needs, they often fall short in promoting and facilitating comprehensive process requirements for busy departments and teams. WorkflowTitan bridges this gap, offering a robust solution that not only helps your teams deliver but also provides the visibility and control needed to showcase their achievements.


Try WorkflowTitan Today and See the Difference!

Stay organized and impress clients

Efficiency

Keeping all of your documents, quotes, tasks, and messages for a client in one system keeps team members focused and makes it easy to track progress.

Better Communication

Your team won't need to jump from service to service to find messages and documents for a client/project. With WorkflowTitan, it all stays in one place, found easily with a unified view and filters!

Graphic of productive business professionals

Better Time Management

With a monthly calendar and tasks organized by hour, your team will have no trouble deciding what tasks to prioritize and getting them done on time.

Reduce Errors

With unified and organized customer data, and a place for all departments and teams to collaborate, nothing falls through the cracks and everyone stays on the same page.