Welcome!

Cognitive Computing Authors: Liz McMillan, Yeshim Deniz, Shelly Palmer, Elizabeth White, Rajeev Kozhikkattuthodi

News Feed Item

ClientTickler Launches Customer-Focused Team Task Management for SMBs, Legal, and Professional Service Firms

New Multi-User package securely and collaboratively keeps client communication, projects and business milestones moving forward

SACRAMENTO, Calif., Jan. 22, 2013 /PRNewswire/ -- ClientTickler, a client-driven task management software provider for the legal and small-to-mid-size business (SMB) markets, today announced the availability of its Multi-User package, a comprehensive and easy-to-use task management system for fast-growing businesses that must excel in meeting client needs.

ClientTickler updates the tried-and-true concept of the card-based 'tickler' file with desktop software and an accompanying mobile app for customer-focused, proactive project management suitable for nearly any business.  Law firms, small business owners, realtors, advertising and other professional service agencies will find ClientTickler's automated task management workflows invaluable for a variety of processes and tactics that must be simultaneously executed for clients by a work team.

"I can't tell you what a useful tool ClientTickler is to our business," said business owner, Jamie Deonas. "We have successfully transformed several "idle" prospects into high priority clients by just entering their info and following up when reminded by ClientTickler."

ClientTickler's Multi-User package comes standard with three licenses, and allows purchase of additional user licenses for the same network to collaboratively manage, document, communicate and report on client status and activities from a shared database.  Information is available for multiple roles, including users as well as supervisors, making time tracking, task documentation, meeting preparation and status reporting truly collaborative.

"Harvard Business Review found that an average business will lose 50% of its customers every five years.  ClientTickler was created to build and retain long-term customers," said Donna Gary, CEO and founder of ClientTickler. "Any business that depends on client loyalty and excellent customer service to drive revenue will benefit from using ClientTickler.  Focused toward growing companies, ClientTickler's new Multi-User package serves groups of users with seamless collaboration to keep everyone on the same page and in control, encouraging them to be proactive instead of reactive."

"Our office tested numerous tickler programs for our small law firm before deciding on ClientTickler, said Sarah M. Stamm of the law office of John B. Rogers. "ClientTickler is an invaluable tool for any business working with deadlines. Streamlined and user friendly, it is a definite must have!"

Proactive ClientTickler Drives Tasks and Projects Forward

ClientTickler is ideal for any SMB focused on customer service and follow through. Users can create an unlimited number of custom tickler types as required by their business, and assign each tickler as a Task, Activity, Communication, Request or any type of action that needs to be recorded and tracked by ClientTickler. ClientTickler then keeps track of all of an individual's or team's tasks, reminders, follow-ups, communication and tracking for each client in one date-driven application.  By opening the same easy-to-access "tickler screen" each morning, individuals and teams know precisely what needs to be done that day.

With ClientTickler, users can:

  • Set up customized client types tailored to a particular industry, workflow or business process
  • Create workflow templates that contain a set of tickler types and the time between tasks so that repeated processes are easily enabled for new prospects, clients or employees
  • Sync with Microsoft® Outlook so all projects are calendared
  • Use side-by-side views clearly marked in red, on a calendar, which can be viewed by day, week, month or year, or customized
  • Handle communication from the ClientTickler screen via email, phone or other correspondence easily created from within attractive templates

Track birthdays and other special occasions so users may send a personal note via a number of suitable templates, keeping that personal touch with prospects and customers.

Pricing and Availability

The ClientTickler Multi-User package, geared to teams and groups, is available immediately as an upgrade to current Basic and Pro package customers, and for $499 for new customers via www.clienttickler.com.  In addition to the new Multi-User package, ClientTickler is available as a single-user desktop application.  ClientTickler Basic is $99, ClientTickler Pro is $199 and offers advanced communications features, enhanced Microsoft® Outlook interaction, and the ability to create multiple custom communication templates.  The ClientTickler mobile app for iPads® and iPhones® is available from the Apple AppStore. 

About ClientTickler

ClientTickler is the brainchild of Donna Gary, a veteran leader in legal administrative services and law firm management.  Gary developed ClientTickler to revolutionize client relationships and business efficiency by leveraging the simplicity and effectiveness of card-tracking tickler files, adding features requiring users to be aggressively proactive in planning and performing, making other more passive calendaring and task tracking systems obsolete.  ClientTickler was founded in 2012 and is headquartered in Sacramento, California.  For more information or to purchase ClientTickler, please visit: http://www.clienttickler.com.

Visit us on Facebook:  http://www.facebook.com/ClientTickler

Twitter:  https://twitter.com/ClientTickler2

Google+:  https://plus.google.com/108618491143774669983/posts

Blog:  http://blog.clienttickler.com/

SOURCE ClientTickler

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

@ThingsExpo Stories
In this strange new world where more and more power is drawn from business technology, companies are effectively straddling two paths on the road to innovation and transformation into digital enterprises. The first path is the heritage trail – with “legacy” technology forming the background. Here, extant technologies are transformed by core IT teams to provide more API-driven approaches. Legacy systems can restrict companies that are transitioning into digital enterprises. To truly become a lead...
SYS-CON Events announced today that Daiya Industry will exhibit at the Japanese Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Ruby Development Inc. builds new services in short period of time and provides a continuous support of those services based on Ruby on Rails. For more information, please visit https://github.com/RubyDevInc.
As businesses evolve, they need technology that is simple to help them succeed today and flexible enough to help them build for tomorrow. Chrome is fit for the workplace of the future — providing a secure, consistent user experience across a range of devices that can be used anywhere. In her session at 21st Cloud Expo, Vidya Nagarajan, a Senior Product Manager at Google, will take a look at various options as to how ChromeOS can be leveraged to interact with people on the devices, and formats th...
SYS-CON Events announced today that Yuasa System will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Yuasa System is introducing a multi-purpose endurance testing system for flexible displays, OLED devices, flexible substrates, flat cables, and films in smartphones, wearables, automobiles, and healthcare.
Organizations do not need a Big Data strategy; they need a business strategy that incorporates Big Data. Most organizations lack a road map for using Big Data to optimize key business processes, deliver a differentiated customer experience, or uncover new business opportunities. They do not understand what’s possible with respect to integrating Big Data into the business model.
Enterprises have taken advantage of IoT to achieve important revenue and cost advantages. What is less apparent is how incumbent enterprises operating at scale have, following success with IoT, built analytic, operations management and software development capabilities – ranging from autonomous vehicles to manageable robotics installations. They have embraced these capabilities as if they were Silicon Valley startups. As a result, many firms employ new business models that place enormous impor...
SYS-CON Events announced today that Taica will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Taica manufacturers Alpha-GEL brand silicone components and materials, which maintain outstanding performance over a wide temperature range -40C to +200C. For more information, visit http://www.taica.co.jp/english/.
SYS-CON Events announced today that Dasher Technologies will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 - Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Dasher Technologies, Inc. ® is a premier IT solution provider that delivers expert technical resources along with trusted account executives to architect and deliver complete IT solutions and services to help our clients execute their goals, plans and objectives. Since 1999, we'v...
Recently, REAN Cloud built a digital concierge for a North Carolina hospital that had observed that most patient call button questions were repetitive. In addition, the paper-based process used to measure patient health metrics was laborious, not in real-time and sometimes error-prone. In their session at 21st Cloud Expo, Sean Finnerty, Executive Director, Practice Lead, Health Care & Life Science at REAN Cloud, and Dr. S.P.T. Krishnan, Principal Architect at REAN Cloud, will discuss how they b...
SYS-CON Events announced today that MIRAI Inc. will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. MIRAI Inc. are IT consultants from the public sector whose mission is to solve social issues by technology and innovation and to create a meaningful future for people.
SYS-CON Events announced today that TidalScale, a leading provider of systems and services, will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 - Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. TidalScale has been involved in shaping the computing landscape. They've designed, developed and deployed some of the most important and successful systems and services in the history of the computing industry - internet, Ethernet, operating s...
SYS-CON Events announced today that IBM has been named “Diamond Sponsor” of SYS-CON's 21st Cloud Expo, which will take place on October 31 through November 2nd 2017 at the Santa Clara Convention Center in Santa Clara, California.
Join IBM November 1 at 21st Cloud Expo at the Santa Clara Convention Center in Santa Clara, CA, and learn how IBM Watson can bring cognitive services and AI to intelligent, unmanned systems. Cognitive analysis impacts today’s systems with unparalleled ability that were previously available only to manned, back-end operations. Thanks to cloud processing, IBM Watson can bring cognitive services and AI to intelligent, unmanned systems. Imagine a robot vacuum that becomes your personal assistant tha...
SYS-CON Events announced today that TidalScale will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. TidalScale is the leading provider of Software-Defined Servers that bring flexibility to modern data centers by right-sizing servers on the fly to fit any data set or workload. TidalScale’s award-winning inverse hypervisor technology combines multiple commodity servers (including their ass...
As hybrid cloud becomes the de-facto standard mode of operation for most enterprises, new challenges arise on how to efficiently and economically share data across environments. In his session at 21st Cloud Expo, Dr. Allon Cohen, VP of Product at Elastifile, will explore new techniques and best practices that help enterprise IT benefit from the advantages of hybrid cloud environments by enabling data availability for both legacy enterprise and cloud-native mission critical applications. By rev...
Infoblox delivers Actionable Network Intelligence to enterprise, government, and service provider customers around the world. They are the industry leader in DNS, DHCP, and IP address management, the category known as DDI. We empower thousands of organizations to control and secure their networks from the core-enabling them to increase efficiency and visibility, improve customer service, and meet compliance requirements.
With major technology companies and startups seriously embracing Cloud strategies, now is the perfect time to attend 21st Cloud Expo October 31 - November 2, 2017, at the Santa Clara Convention Center, CA, and June 12-14, 2018, at the Javits Center in New York City, NY, and learn what is going on, contribute to the discussions, and ensure that your enterprise is on the right path to Digital Transformation.
Amazon is pursuing new markets and disrupting industries at an incredible pace. Almost every industry seems to be in its crosshairs. Companies and industries that once thought they were safe are now worried about being “Amazoned.”. The new watch word should be “Be afraid. Be very afraid.” In his session 21st Cloud Expo, Chris Kocher, a co-founder of Grey Heron, will address questions such as: What new areas is Amazon disrupting? How are they doing this? Where are they likely to go? What are th...
SYS-CON Events announced today that N3N will exhibit at SYS-CON's @ThingsExpo, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. N3N’s solutions increase the effectiveness of operations and control centers, increase the value of IoT investments, and facilitate real-time operational decision making. N3N enables operations teams with a four dimensional digital “big board” that consolidates real-time live video feeds alongside IoT sensor data a...
In his Opening Keynote at 21st Cloud Expo, John Considine, General Manager of IBM Cloud Infrastructure, will lead you through the exciting evolution of the cloud. He'll look at this major disruption from the perspective of technology, business models, and what this means for enterprises of all sizes. John Considine is General Manager of Cloud Infrastructure Services at IBM. In that role he is responsible for leading IBM’s public cloud infrastructure including strategy, development, and offering ...