Welcome!

iPhone Authors: Carmen Gonzalez, Elizabeth White, David H Deans, Liz McMillan, Scott Hirsch

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
The major cloud platforms defy a simple, side-by-side analysis. Each of the major IaaS public-cloud platforms offers their own unique strengths and functionality. Options for on-site private cloud are diverse as well, and must be designed and deployed while taking existing legacy architecture and infrastructure into account. Then the reality is that most enterprises are embarking on a hybrid cloud strategy and programs. In this Power Panel at 15th Cloud Expo (http://www.CloudComputingExpo.com), moderated by Ashar Baig, Research Director, Cloud, at Gigaom Research, Nate Gordon, Director of T...
The definition of IoT is not new, in fact it’s been around for over a decade. What has changed is the public's awareness that the technology we use on a daily basis has caught up on the vision of an always on, always connected world. If you look into the details of what comprises the IoT, you’ll see that it includes everything from cloud computing, Big Data analytics, “Things,” Web communication, applications, network, storage, etc. It is essentially including everything connected online from hardware to software, or as we like to say, it’s an Internet of many different things. The difference ...

ARMONK, N.Y., Nov. 20, 2014 /PRNewswire/ --  IBM (NYSE: IBM) today announced that it is bringing a greater level of control, security and flexibility to cloud-based application development and delivery with a single-tenant version of Bluemix, IBM's platform-as-a-service. The new platform enables developers to build ap...

Cloud Expo 2014 TV commercials will feature @ThingsExpo, which was launched in June, 2014 at New York City's Javits Center as the largest 'Internet of Things' event in the world.
An entirely new security model is needed for the Internet of Things, or is it? Can we save some old and tested controls for this new and different environment? In his session at @ThingsExpo, New York's at the Javits Center, Davi Ottenheimer, EMC Senior Director of Trust, reviewed hands-on lessons with IoT devices and reveal a new risk balance you might not expect. Davi Ottenheimer, EMC Senior Director of Trust, has more than nineteen years' experience managing global security operations and assessments, including a decade of leading incident response and digital forensics. He is co-author of t...
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, described how to revolutioniz...
Technology is enabling a new approach to collecting and using data. This approach, commonly referred to as the "Internet of Things" (IoT), enables businesses to use real-time data from all sorts of things including machines, devices and sensors to make better decisions, improve customer service, and lower the risk in the creation of new revenue opportunities. In his General Session at Internet of @ThingsExpo, Dave Wagstaff, Vice President and Chief Architect at BSQUARE Corporation, discuss the real benefits to focus on, how to understand the requirements of a successful solution, the flow of ...
The security devil is always in the details of the attack: the ones you've endured, the ones you prepare yourself to fend off, and the ones that, you fear, will catch you completely unaware and defenseless. The Internet of Things (IoT) is nothing if not an endless proliferation of details. It's the vision of a world in which continuous Internet connectivity and addressability is embedded into a growing range of human artifacts, into the natural world, and even into our smartphones, appliances, and physical persons. In the IoT vision, every new "thing" - sensor, actuator, data source, data con...
"BSQUARE is in the business of selling software solutions for smart connected devices. It's obvious that IoT has moved from being a technology to being a fundamental part of business, and in the last 18 months people have said let's figure out how to do it and let's put some focus on it, " explained Dave Wagstaff, VP & Chief Architect, at BSQUARE Corporation, in this SYS-CON.tv interview at @ThingsExpo, held Nov 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
Focused on this fast-growing market’s needs, Vitesse Semiconductor Corporation (Nasdaq: VTSS), a leading provider of IC solutions to advance "Ethernet Everywhere" in Carrier, Enterprise and Internet of Things (IoT) networks, introduced its IStaX™ software (VSC6815SDK), a robust protocol stack to simplify deployment and management of Industrial-IoT network applications such as Industrial Ethernet switching, surveillance, video distribution, LCD signage, intelligent sensors, and metering equipment. Leveraging technologies proven in the Carrier and Enterprise markets, IStaX is designed to work ac...
"There is a natural synchronization between the business models, the IoT is there to support ,” explained Brendan O'Brien, Co-founder and Chief Architect of Aria Systems, in this SYS-CON.tv interview at the 15th International Cloud Expo®, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
C-Labs LLC, a leading provider of remote and mobile access for the Internet of Things (IoT), announced the appointment of John Traynor to the position of chief operating officer. Previously a strategic advisor to the firm, Mr. Traynor will now oversee sales, marketing, finance, and operations. Mr. Traynor is based out of the C-Labs office in Redmond, Washington. He reports to Chris Muench, Chief Executive Officer. Mr. Traynor brings valuable business leadership and technology industry expertise to C-Labs. With over 30 years' experience in the high-tech sector, John Traynor has held numerous...
Bit6 today issued a challenge to the technology community implementing Web Real Time Communication (WebRTC). To leap beyond WebRTC’s significant limitations and fully leverage its underlying value to accelerate innovation, application developers need to consider the entire communications ecosystem.
The 3rd International @ThingsExpo, co-located with the 16th International Cloud Expo - to be held June 9-11, 2015, at the Javits Center in New York City, NY - announces that it is now accepting Keynote Proposals. The Internet of Things (IoT) is the most profound change in personal and enterprise IT since the creation of the Worldwide Web more than 20 years ago. All major researchers estimate there will be tens of billions devices - computers, smartphones, tablets, and sensors - connected to the Internet by 2020. This number will continue to grow at a rapid pace for the next several decades.
The Internet of Things is not new. Historically, smart businesses have used its basic concept of leveraging data to drive better decision making and have capitalized on those insights to realize additional revenue opportunities. So, what has changed to make the Internet of Things one of the hottest topics in tech? In his session at @ThingsExpo, Chris Gray, Director, Embedded and Internet of Things, discussed the underlying factors that are driving the economics of intelligent systems. Discover how hardware commoditization, the ubiquitous nature of connectivity, and the emergence of Big Data a...
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.
SYS-CON Events announced today that Windstream, a leading provider of advanced network and cloud communications, has been named “Silver 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, NY. Windstream (Nasdaq: WIN), a FORTUNE 500 and S&P 500 company, is a leading provider of advanced network communications, including cloud computing and managed services, to businesses nationwide. The company also offers broadband, phone and digital TV services to consumers primarily in rural areas.
SYS-CON Events announced today that IDenticard 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. IDenticard™ is the security division of Brady Corp (NYSE: BRC), a $1.5 billion manufacturer of identification products. We have small-company values with the strength and stability of a major corporation. IDenticard offers local sales, support and service to our customers across the United States and Canada. Our partner network encompasses some 300 of the world's leading systems integrators and security s...
IoT is still a vague buzzword for many people. In his session at @ThingsExpo, Mike Kavis, Vice President & Principal Cloud Architect at Cloud Technology Partners, discussed the business value of IoT that goes far beyond the general public's perception that IoT is all about wearables and home consumer services. He also discussed how IoT is perceived by investors and how venture capitalist access this space. Other topics discussed were barriers to success, what is new, what is old, and what the future may hold. Mike Kavis is Vice President & Principal Cloud Architect at Cloud Technology Pa...
Cloud Expo 2014 TV commercials will feature @ThingsExpo, which was launched in June, 2014 at New York City's Javits Center as the largest 'Internet of Things' event in the world. The next @ThingsExpo will take place November 4-6, 2014, at the Santa Clara Convention Center, in Santa Clara, California. Since its launch in 2008, Cloud Expo TV commercials have been aired and CNBC, Fox News Network, and Bloomberg TV. Please enjoy our 2014 commercial.