Features / Client Management
Client Management
At the core of the Profiler system is the Client Management module, with a number of applications used for the day-to-day management of your clients. Profiler gives you control of managing your clients and storing whatever attributes and details you require — there is no limit on what you can store, and Profiler adapts to your organisation.
Overview
The Overview screen gives a one-screen snapshot when bringing up a client, showing a customisable stack of widgets and recent activity with the Activity Log.
Quick Edit
A really fast way to update the basic day-to-day client details including address (with Australia Post barcoding support), phone numbers and email addresses.
Mailing Lists
Quickly manage mailing lists and receipt delivery preferences. Automation rules allow adding or removing from mailing lists on criteria. Integration with 3rd party platforms (like Mailchimp) allows for a single subscribe/unsubscribe point.
Payments
Have a quick view of payments made, with client segmentation models available. Build, print and email receipts directly, with financial statements on demand — all with customised templates carrying your name, brand and layout.
Regular Payments
Handle regular payments, subscriptions and memberships. Auto-renewals or manual reminders, with integration to common bank and payment gateways with PCI compliance.
Links
Link clients to other clients with reasons for linkage, including family members, businesses and associations.
Tasks
Tasks and workflow mean incoming task requests (which can be automated) can be assigned to team members for follow-up, response and action, with optional workflow processes.
Custom Fields
Create unlimited custom fields and folders to store data that is unique to your organisation, for each client.
Engagement and Tracking
Automatically record incoming and outgoing correspondence, with email and SMS deliverability tracking on emails sent from the Profiler system.
