Clients

Being able to send out an NPS (net promoter score) survey every time a task is completed will allow a company to work out their NPS and compare this against all other firms and use it to benchmark their own customer satisfaction internally. It wil...

Clints often have a work and personal email. There should be an option for a second email address for the client . This was a requts for a second email address for one of teh contacts, not another contact. I donlt think this facility exists curren...

Add a function to allow recurring invoicing including an approval process and a report/summary of all recurring invoices

To support Prospect Follow Up notification, add (or replace with) a Prospect Follow Up email that uses a standard template like other AM emails - this could be automated to save time in following up manually.

Would be really helpful to have the ability to add Client meetings dates (whether face-2-face or virtually via Teams, Zoom etc) and the ability to log minutes and updates from the meeting. It may be that it comes as an integration with another pie...

It would be great to see the tasks each client has, the ability to click on them and mark them as completed from within the client screen rather than going into tasks.

To have sole trader as a selectable client type

Ability to edit manually entered notes would be helpfull. :)

Make it clearer ID checks are completed

When adding additional contacts on a client file i.e additional directors / PSCs there is currently no way of linking them to the client unless they are signed up to other individual services. It would be helpful if under the contacts tab this giv...