Click here to close now.

Welcome!

iPhone Authors: Elizabeth White, Pat Romanski, Carmen Gonzalez, Liz McMillan, Dana Gardner

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
Wearable technology was dominant at this year’s International Consumer Electronics Show (CES) , and MWC was no exception to this trend. New versions of favorites, such as the Samsung Gear (three new products were released: the Gear 2, the Gear 2 Neo and the Gear Fit), shared the limelight with new wearables like Pebble Time Steel (the new premium version of the company’s previously released smartwatch) and the LG Watch Urbane. The most dramatic difference at MWC was an emphasis on presenting wearables as fashion accessories and moving away from the original clunky technology associated with t...
SYS-CON Events announced today that robomq.io will exhibit at SYS-CON's @ThingsExpo, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. robomq.io is an interoperable and composable platform that connects any device to any application. It helps systems integrators and the solution providers build new and innovative products and service for industries requiring monitoring or intelligence from devices and sensors.
Internet of Things (IoT) will be a hybrid ecosystem of diverse devices and sensors collaborating with operational and enterprise systems to create the next big application. In their session at @ThingsExpo, Bramh Gupta, founder and CEO of robomq.io, and Fred Yatzeck, principal architect leading product development at robomq.io, will discuss how choosing the right middleware and integration strategy from the get-go will enable IoT solution developers to adapt and grow with the industry, while at the same time reduce Time to Market (TTM) by using plug and play capabilities offered by a robust I...
After making a doctor’s appointment via your mobile device, you receive a calendar invite. The day of your appointment, you get a reminder with the doctor’s location and contact information. As you enter the doctor’s exam room, the medical team is equipped with the latest tablet containing your medical history – he or she makes real time updates to your medical file. At the end of your visit, you receive an electronic prescription to your preferred pharmacy and can schedule your next appointment.
SYS-CON Events announced today that Solgenia will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY, and the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Solgenia is the global market leader in Cloud Collaboration and Cloud Infrastructure software solutions. Designed to “Bridge the Gap” between Personal and Professional Social, Mobile and Cloud user experiences, our solutions help large and medium-sized organizations dr...
While not quite mainstream yet, WebRTC is starting to gain ground with Carriers, Enterprises and Independent Software Vendors (ISV’s) alike. WebRTC makes it easy for developers to add audio and video communications into their applications by using Web browsers as their platform. But like any market, every customer engagement has unique requirements, as well as constraints. And of course, one size does not fit all. In her session at WebRTC Summit, Dr. Natasha Tamaskar, Vice President, Head of Cloud and Mobile Strategy at GENBAND, will explore what is needed to take a real time communications ...
The world's leading Cloud event, Cloud Expo has launched Microservices Journal on the SYS-CON.com portal, featuring over 19,000 original articles, news stories, features, and blog entries. DevOps Journal is focused on this critical enterprise IT topic in the world of cloud computing. Microservices Journal offers top articles, news stories, and blog posts from the world's well-known experts and guarantees better exposure for its authors than any other publication. Follow new article posts on Twitter at @MicroservicesE
SYS-CON Events announced today that Litmus Automation will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Litmus Automation’s vision is to provide a solution for companies that are in a rush to embrace the disruptive Internet of Things technology and leverage it for real business challenges. Litmus Automation simplifies the complexity of connected devices applications with Loop, a secure and scalable cloud platform.
SYS-CON Events announced today the IoT Bootcamp – Jumpstart Your IoT Strategy, being held June 9–10, 2015, in conjunction with 16th Cloud Expo and Internet of @ThingsExpo at the Javits Center in New York City. This is your chance to jumpstart your IoT strategy. Combined with real-world scenarios and use cases, the IoT Bootcamp is not just based on presentations but includes hands-on demos and walkthroughs. We will introduce you to a variety of Do-It-Yourself IoT platforms including Arduino, Raspberry Pi, BeagleBone, Spark and Intel Edison. You will also get an overview of cloud technologies s...
Containers and microservices have become topics of intense interest throughout the cloud developer and enterprise IT communities. Accordingly, attendees at the upcoming 16th Cloud Expo at the Javits Center in New York June 9-11 will find fresh new content in a new track called PaaS | Containers & Microservices Containers are not being considered for the first time by the cloud community, but a current era of re-consideration has pushed them to the top of the cloud agenda. With the launch of Docker's initial release in March of 2013, interest was revved up several notches. Then late last...
The WebRTC Summit 2015 New York, to be held June 9-11, 2015, at the Javits Center in New York, NY, announces that its Call for Papers is open. Topics include all aspects of improving IT delivery by eliminating waste through automated business models leveraging cloud technologies. WebRTC Summit is co-located with 16th International Cloud Expo, @ThingsExpo, Big Data Expo, and DevOps Summit.
SOA Software has changed its name to Akana. With roots in Web Services and SOA Governance, Akana has established itself as a leader in API Management and is expanding into cloud integration as an alternative to the traditional heavyweight enterprise service bus (ESB). The company recently announced that it achieved more than 90% year-over-year growth. As Akana, the company now addresses the evolution and diversification of SOA, unifying security, management, and DevOps across SOA, APIs, microservices, and more.
The list of ‘new paradigm’ technologies that now surrounds us appears to be at an all time high. From cloud computing and Big Data analytics to Bring Your Own Device (BYOD) and the Internet of Things (IoT), today we have to deal with what the industry likes to call ‘paradigm shifts’ at every level of IT. This is disruption; of course, we understand that – change is almost always disruptive.
SYS-CON Events announced today that SafeLogic has been named “Bag Sponsor” of SYS-CON's 16th International Cloud Expo® New York, which will take place June 9-11, 2015, at the Javits Center in New York City, NY. SafeLogic provides security products for applications in mobile and server/appliance environments. SafeLogic’s flagship product CryptoComply is a FIPS 140-2 validated cryptographic engine designed to secure data on servers, workstations, appliances, mobile devices, and in the Cloud.
GENBAND has announced that SageNet is leveraging the Nuvia platform to deliver Unified Communications as a Service (UCaaS) to its large base of retail and enterprise customers. Nuvia’s cloud-based solution provides SageNet’s customers with a full suite of business communications and collaboration tools. Two large national SageNet retail customers have recently signed up to deploy the Nuvia platform and the company will continue to sell the service to new and existing customers. Nuvia’s capabilities include HD voice, video, multimedia messaging, mobility, conferencing, Web collaboration, deskt...
SYS-CON Media announced today that @WebRTCSummit Blog, the largest WebRTC resource in the world, has been launched. @WebRTCSummit Blog offers top articles, news stories, and blog posts from the world's well-known experts and guarantees better exposure for its authors than any other publication. @WebRTCSummit Blog can be bookmarked ▸ Here @WebRTCSummit conference site can be bookmarked ▸ Here
SYS-CON Events announced today that Cisco, the worldwide leader in IT that transforms how people connect, communicate and collaborate, has been named “Gold Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Cisco makes amazing things happen by connecting the unconnected. Cisco has shaped the future of the Internet by becoming the worldwide leader in transforming how people connect, communicate and collaborate. Cisco and our partners are building the platform for the Internet of Everything by connecting the...
Temasys has announced senior management additions to its team. Joining are David Holloway as Vice President of Commercial and Nadine Yap as Vice President of Product. Over the past 12 months Temasys has doubled in size as it adds new customers and expands the development of its Skylink platform. Skylink leads the charge to move WebRTC, traditionally seen as a desktop, browser based technology, to become a ubiquitous web communications technology on web and mobile, as well as Internet of Things compatible devices.
Docker is an excellent platform for organizations interested in running microservices. It offers portability and consistency between development and production environments, quick provisioning times, and a simple way to isolate services. In his session at DevOps Summit at 16th Cloud Expo, Shannon Williams, co-founder of Rancher Labs, will walk through these and other benefits of using Docker to run microservices, and provide an overview of RancherOS, a minimalist distribution of Linux designed expressly to run Docker. He will also discuss Rancher, an orchestration and service discovery platf...
SYS-CON Events announced today that Vitria Technology, Inc. will exhibit at SYS-CON’s @ThingsExpo, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Vitria will showcase the company’s new IoT Analytics Platform through live demonstrations at booth #330. Vitria’s IoT Analytics Platform, fully integrated and powered by an operational intelligence engine, enables customers to rapidly build and operationalize advanced analytics to deliver timely business outcomes for use cases across the industrial, enterprise, and consumer segments.