Client Filing System
Save time and make your customers happy by using a secure area on your website for clients to access their own information and documents.
If you spend a lot of time finding and sending information to your customers, such as statements or forms, the Client Repository is an ideal tool for your business.
The Bloomtools Client Filing System allows you to upload documents to your website and assign individual passwords for your customers to access this area. This is a great way to personalise your services and make your clients feel special.
What your business can do with the Client Filing System:
- Educate your customers – give them access to useful, important information.
- Cut administration time – clients can access their own documents with no effort from you.
- Save money – do it yourself instead of paying a website developer.
- Stand out from your competitors – offer a value adding service to customers that other business don’t.