Selling Software tool

Clienteling app

Clienteling app agenda and client lists

Clienteling Apps help our user to take better care of their clients.

Main goals

  • Introduce all the features needed for managing clients
  • Use AI to engage clients and improve their experience
  • Innovate with interactions using AR and VR, bringing the latest trends to our users’ palm
  • Give the clients the best experience and comfort
Our main goal is to help sellers handle everything they need towards their clients .

The Agenda allows to handle tasks and appointments for both advisors and managers

Clienteling app agenda
Clienteling app client's manager

The Client's Manager allows the user create client lists, add and transfer clients.

The Client 360 gives the advisors all the data needed to help the client get the best possible experience.

Clienteling app client 360
Clienteling app KPI dashboard

Our KPI Dashboard help our users see their numbers, giving them the chance to improve period by period.

Clienteling app screens

Let’s get
in touch.

You can reach us for advice. We can discuss your needs and goals and come up with a solution.

Contact us:
+972 (0) 77 450 60 72

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We improve our clients' business by providing great service and solutions.