Kloud Connect PM
par Kloud Connect
Manage all your communications within your favourite app and easily file your client communications,
Kloud Connect is revolutionising the way Practice Management Software can help you manage your firm.
Enterprise-level functionality across 7 core modules. Kloud Connect offers the modern-day firm new levels of sophistication, improving the clarity, confidence and control you have in your firm.
CRM
CRM functionality ensures key client data is centrally captured and able to be reported on. Build & manage relationships and generate client insights.
Workflow
Configurable workflow module integrating data to planning, time and billing allowing you to plan and manage your jobs, tasks and people on a single platform.
Billing
Job data flows through from Workflow ensuring a clear view of WIP and efficient management of invoicing, recovery and cash flow. Bulk invoicing and smart debtor management.
Time Management
An intuitive timesheet function, integrated with our workflow and billing to ensure efficiency. Add time quickly and simply in various locations in the platform, saving time.
Document Management
One central location to store all your Practice and Client files and drive workflow to complete your jobs. Able to integrate into your Sharepoint or your chosen application.
Capacity Planning
In-built planning module that leverages job estimate data from your workflow to ensure you get the clearest picture of staff work allocation.
Reporting
Business Intelligence to run your practice, improve efficiency and get insight. Powered by Azure and Power BI, get actionable insight at your fingertips.
Integrations
Independent and tech stack agnostic, Kloud Connect will Integrate with your preferred third-party software and organisations to save you time
Fonctionnalités de l’application
- Peut envoyer des données via Internet
- Cette application peut accéder aux informations personnelles sur le message actif, telles que le nom des expéditeurs, des destinataires, les adresses e-mail, le corps des messages et les informations de pièce jointe. L’application peut également envoyer ces données à un service tiers. Les autres éléments dans votre boîte aux lettres ne peuvent pas être lus ou modifiés.