Dashboard view of all the data that is important to you - start the day knowing what is outstanding.
Allow any user to log in and only see what they should. Let your clients keep their records up to date. Track all changes to records.
Notifications for any event or process, to any of your users, internal or external. BCC or forward e-mail to SideOffice to store a copy against a client record.
Solve all those niggling office data problems - export to Excel, record stock, products, track inventory, integrate with other databases.
Store files against any record - retain your letters of engagement, contracts. List files created by other systems.
Set up printable views of records which leave off sensitive data. Allow different users to see and edit different parts of a record.
A bespoke CRM rolled out like a turn-key systemRead More
Bringing together, suppliers, contractors and managementRead More
Organising and maintaining a list of all client activityRead More
Customised Experiential LearningRead More