Welcome!

iPhone Authors: Scott Hirsch, Carmen Gonzalez, JP Morgenthal, David H Deans, Lori MacVittie

News Feed Item

ClientTickler Launches Customer-Focused Team Task Management for SMBs, Legal, and Professional Service Firms

New Multi-User package securely and collaboratively keeps client communication, projects and business milestones moving forward

SACRAMENTO, Calif., Jan. 22, 2013 /PRNewswire/ -- ClientTickler, a client-driven task management software provider for the legal and small-to-mid-size business (SMB) markets, today announced the availability of its Multi-User package, a comprehensive and easy-to-use task management system for fast-growing businesses that must excel in meeting client needs.

ClientTickler updates the tried-and-true concept of the card-based 'tickler' file with desktop software and an accompanying mobile app for customer-focused, proactive project management suitable for nearly any business.  Law firms, small business owners, realtors, advertising and other professional service agencies will find ClientTickler's automated task management workflows invaluable for a variety of processes and tactics that must be simultaneously executed for clients by a work team.

"I can't tell you what a useful tool ClientTickler is to our business," said business owner, Jamie Deonas. "We have successfully transformed several "idle" prospects into high priority clients by just entering their info and following up when reminded by ClientTickler."

ClientTickler's Multi-User package comes standard with three licenses, and allows purchase of additional user licenses for the same network to collaboratively manage, document, communicate and report on client status and activities from a shared database.  Information is available for multiple roles, including users as well as supervisors, making time tracking, task documentation, meeting preparation and status reporting truly collaborative.

"Harvard Business Review found that an average business will lose 50% of its customers every five years.  ClientTickler was created to build and retain long-term customers," said Donna Gary, CEO and founder of ClientTickler. "Any business that depends on client loyalty and excellent customer service to drive revenue will benefit from using ClientTickler.  Focused toward growing companies, ClientTickler's new Multi-User package serves groups of users with seamless collaboration to keep everyone on the same page and in control, encouraging them to be proactive instead of reactive."

"Our office tested numerous tickler programs for our small law firm before deciding on ClientTickler, said Sarah M. Stamm of the law office of John B. Rogers. "ClientTickler is an invaluable tool for any business working with deadlines. Streamlined and user friendly, it is a definite must have!"

Proactive ClientTickler Drives Tasks and Projects Forward

ClientTickler is ideal for any SMB focused on customer service and follow through. Users can create an unlimited number of custom tickler types as required by their business, and assign each tickler as a Task, Activity, Communication, Request or any type of action that needs to be recorded and tracked by ClientTickler. ClientTickler then keeps track of all of an individual's or team's tasks, reminders, follow-ups, communication and tracking for each client in one date-driven application.  By opening the same easy-to-access "tickler screen" each morning, individuals and teams know precisely what needs to be done that day.

With ClientTickler, users can:

  • Set up customized client types tailored to a particular industry, workflow or business process
  • Create workflow templates that contain a set of tickler types and the time between tasks so that repeated processes are easily enabled for new prospects, clients or employees
  • Sync with Microsoft® Outlook so all projects are calendared
  • Use side-by-side views clearly marked in red, on a calendar, which can be viewed by day, week, month or year, or customized
  • Handle communication from the ClientTickler screen via email, phone or other correspondence easily created from within attractive templates

Track birthdays and other special occasions so users may send a personal note via a number of suitable templates, keeping that personal touch with prospects and customers.

Pricing and Availability

The ClientTickler Multi-User package, geared to teams and groups, is available immediately as an upgrade to current Basic and Pro package customers, and for $499 for new customers via www.clienttickler.com.  In addition to the new Multi-User package, ClientTickler is available as a single-user desktop application.  ClientTickler Basic is $99, ClientTickler Pro is $199 and offers advanced communications features, enhanced Microsoft® Outlook interaction, and the ability to create multiple custom communication templates.  The ClientTickler mobile app for iPads® and iPhones® is available from the Apple AppStore. 

About ClientTickler

ClientTickler is the brainchild of Donna Gary, a veteran leader in legal administrative services and law firm management.  Gary developed ClientTickler to revolutionize client relationships and business efficiency by leveraging the simplicity and effectiveness of card-tracking tickler files, adding features requiring users to be aggressively proactive in planning and performing, making other more passive calendaring and task tracking systems obsolete.  ClientTickler was founded in 2012 and is headquartered in Sacramento, California.  For more information or to purchase ClientTickler, please visit: http://www.clienttickler.com.

Visit us on Facebook:  http://www.facebook.com/ClientTickler

Twitter:  https://twitter.com/ClientTickler2

Google+:  https://plus.google.com/108618491143774669983/posts

Blog:  http://blog.clienttickler.com/

SOURCE ClientTickler

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

@ThingsExpo Stories
Explosive growth in connected devices. Enormous amounts of data for collection and analysis. Critical use of data for split-second decision making and actionable information. All three are factors in making the Internet of Things a reality. Yet, any one factor would have an IT organization pondering its infrastructure strategy. How should your organization enhance its IT framework to enable an Internet of Things implementation? In his session at Internet of @ThingsExpo, James Kirkland, Chief Architect for the Internet of Things and Intelligent Systems at Red Hat, will describe how to revoluti...
The Internet of Things will greatly expand the opportunities for data collection and new business models driven off of that data. In her session at Internet of @ThingsExpo, Esmeralda Swartz, CMO of MetraTech, will discuss how for this to be effective you not only need to have infrastructure and operational models capable of utilizing this new phenomenon, but increasingly service providers will need to convince a skeptical public to participate. Get ready to show them the money! Speaker Bio: Esmeralda Swartz, CMO of MetraTech, has spent 16 years as a marketing, product management, and busin...
Samsung VP Jacopo Lenzi, who headed the company's recent SmartThings acquisition under the auspices of Samsung's Open Innovaction Center (OIC), answered a few questions we had about the deal. This interview was in conjunction with our interview with SmartThings CEO Alex Hawkinson. IoT Journal: SmartThings was developed in an open, standards-agnostic platform, and will now be part of Samsung's Open Innovation Center. Can you elaborate on your commitment to keep the platform open? Jacopo Lenzi: Samsung recognizes that true, accelerated innovation cannot be driven from one source, but requires a...
SYS-CON Events announced today that Red Hat, the world's leading provider of open source solutions, will exhibit at Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Red Hat is the world's leading provider of open source software solutions, using a community-powered approach to reliable and high-performing cloud, Linux, middleware, storage and virtualization technologies. Red Hat also offers award-winning support, training, and consulting services. As the connective hub in a global network of enterprises, partners, a...
P2P RTC will impact the landscape of communications, shifting from traditional telephony style communications models to OTT (Over-The-Top) cloud assisted & PaaS (Platform as a Service) communication services. The P2P shift will impact many areas of our lives, from mobile communication, human interactive web services, RTC and telephony infrastructure, user federation, security and privacy implications, business costs, and scalability. In his session at Internet of @ThingsExpo, Robin Raymond, Chief Architect at Hookflash Inc., will walk through the shifting landscape of traditional telephone a...
BSQUARE is a global leader of embedded software solutions. We enable smart connected systems at the device level and beyond that millions use every day and provide actionable data solutions for the growing Internet of Things (IoT) market. We empower our world-class customers with our products, services and solutions to achieve innovation and success. For more information, visit www.bsquare.com.
SYS-CON Events announced today that Matrix.org has been named “Silver Sponsor” of Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Matrix is an ambitious new open standard for open, distributed, real-time communication over IP. It defines a new approach for interoperable Instant Messaging and VoIP based on pragmatic HTTP APIs and WebRTC, and provides open source reference implementations to showcase and bootstrap the new standard. Our focus is on simplicity, security, and supporting the fullest feature set.
How do APIs and IoT relate? The answer is not as simple as merely adding an API on top of a dumb device, but rather about understanding the architectural patterns for implementing an IoT fabric. There are typically two or three trends: Exposing the device to a management framework Exposing that management framework to a business centric logic • Exposing that business layer and data to end users. This last trend is the IoT stack, which involves a new shift in the separation of what stuff happens, where data lives and where the interface lies. For instance, it’s a mix of architectural style...
SYS-CON Events announced today that SOA Software, an API management leader, will exhibit at SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. SOA Software is a leading provider of API Management and SOA Governance products that equip business to deliver APIs and SOA together to drive their company to meet its business strategy quickly and effectively. SOA Software’s technology helps businesses to accelerate their digital channels with APIs, drive partner adoption, monetize their assets, and achieve a...
From a software development perspective IoT is about programming "things," about connecting them with each other or integrating them with existing applications. In his session at @ThingsExpo, Yakov Fain, co-founder of Farata Systems and SuranceBay, will show you how small IoT-enabled devices from multiple manufacturers can be integrated into the workflow of an enterprise application. This is a practical demo of building a framework and components in HTML/Java/Mobile technologies to serve as a platform that can integrate new devices as they become available on the market.
SYS-CON Events announced today that Utimaco will exhibit at SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Utimaco is a leading manufacturer of hardware based security solutions that provide the root of trust to keep cryptographic keys safe, secure critical digital infrastructures and protect high value data assets. Only Utimaco delivers a general-purpose hardware security module (HSM) as a customizable platform to easily integrate into existing software solutions, embed business logic and build s...
Connected devices are changing the way we go about our everyday life, from wearables to driverless cars, to smart grids and entire industries revolutionizing business opportunities through smart objects, capable of two-way communication. But what happens when objects are given an IP-address, and we rely on that connection, sometimes with our lives? How do we secure those vast data infrastructures and safe-keep the privacy of sensitive information? This session will outline how each and every connected device can uphold a core root of trust via a unique cryptographic signature – a “bir...
Internet of @ThingsExpo Silicon Valley announced on Thursday its first 12 all-star speakers and sessions for its upcoming event, which will take place November 4-6, 2014, at the Santa Clara Convention Center in California. @ThingsExpo, the first and largest IoT event in the world, debuted at the Javits Center in New York City in June 10-12, 2014 with over 6,000 delegates attending the conference. Among the first 12 announced world class speakers, IBM will present two highly popular IoT sessions, which will take place November 4-6, 2014 at the Santa Clara Convention Center in Santa Clara, Calif...
Almost everyone sees the potential of Internet of Things but how can businesses truly unlock that potential. The key will be in the ability to discover business insight in the midst of an ocean of Big Data generated from billions of embedded devices via Systems of Discover. Businesses will also need to ensure that they can sustain that insight by leveraging the cloud for global reach, scale and elasticity.
WebRTC defines no default signaling protocol, causing fragmentation between WebRTC silos. SIP and XMPP provide possibilities, but come with considerable complexity and are not designed for use in a web environment. In his session at Internet of @ThingsExpo, Matthew Hodgson, technical co-founder of the Matrix.org, will discuss how Matrix is a new non-profit Open Source Project that defines both a new HTTP-based standard for VoIP & IM signaling and provides reference implementations.

SUNNYVALE, Calif., Oct. 20, 2014 /PRNewswire/ -- Spansion Inc. (NYSE: CODE), a global leader in embedded systems, today added 96 new products to the Spansion® FM4 Family of flexible microcontrollers (MCUs). Based on the ARM® Cortex®-M4F core, the new MCUs boast a 200 MHz operating frequency and support a diverse set of on-chip peripherals for enhanced human machine interfaces (HMIs) and machine-to-machine (M2M) communications. The rich set of periphera...

SYS-CON Events announced today that Aria Systems, the recurring revenue expert, has been named "Bronze Sponsor" of SYS-CON's 15th International Cloud Expo®, which will take place on November 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Aria Systems helps leading businesses connect their customers with the products and services they love. Industry leaders like Pitney Bowes, Experian, AAA NCNU, VMware, HootSuite and many others choose Aria to power their recurring revenue business and deliver exceptional experiences to their customers.
The Internet of Things (IoT) is going to require a new way of thinking and of developing software for speed, security and innovation. This requires IT leaders to balance business as usual while anticipating for the next market and technology trends. Cloud provides the right IT asset portfolio to help today’s IT leaders manage the old and prepare for the new. Today the cloud conversation is evolving from private and public to hybrid. This session will provide use cases and insights to reinforce the value of the network in helping organizations to maximize their company’s cloud experience.
The Internet of Things (IoT) is making everything it touches smarter – smart devices, smart cars and smart cities. And lucky us, we’re just beginning to reap the benefits as we work toward a networked society. However, this technology-driven innovation is impacting more than just individuals. The IoT has an environmental impact as well, which brings us to the theme of this month’s #IoTuesday Twitter chat. The ability to remove inefficiencies through connected objects is driving change throughout every sector, including waste management. BigBelly Solar, located just outside of Boston, is trans...
SYS-CON Events announced today that Matrix.org has been named “Silver Sponsor” of Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Matrix is an ambitious new open standard for open, distributed, real-time communication over IP. It defines a new approach for interoperable Instant Messaging and VoIP based on pragmatic HTTP APIs and WebRTC, and provides open source reference implementations to showcase and bootstrap the new standard. Our focus is on simplicity, security, and supporting the fullest feature set.