Client Management Software

Building better relationships with clients is the key to building a better business. That’s why we built a system focused on enabling you to build better client relationships.

Build Relationships Based On Understanding Client Behaviors

Use insights from client information and shopping behaviors to deliver MORE than newsletters. Automate personalized thank you messages based on recent purchases and anticipated future purchases. Celebrate Life Events with them and be the hero reminding them of upcoming birthdays, anniversaries, and holidays when you send them gift ideas, reviews, and even targeted recommendations.

Client Management Software PLATFORM - FEATURES

Utilize a wide suite of tools to build better client relationships.


RELATIONSHIP BUILDING SUPPORT

Deepen your relationship with your clients by engaging with them in an effective timely manner.A client management software the helps you better understand your clients gives you the ability to engage with your customers during the buying cycle leading up to the important dates in their lives such as Birthdays, Anniversaries, and Holidays.Client management software from Bizzflo can automate this process and more.

Relationship-Building-Support

SALES FUNNEL INTEGRATION

Automate communication with clients based on their previous purchases, predicted shopping behaviors, or seasonal events that are important to your industry. You can even share marketing material personalized to demonstrate specific benefits that meets their needs while still having the ability to send out simple reminders for them to book their next appointment you can.

Sales-Funnel-Integration

IDENTIFY CLIENT ORIGINS

Respect your client's relationships by understanding how they reached you. Use this information to thank referrers, measure the success of ads, and identify potential new sources of customers you never knew about. A system that can manage the entire client relationship from prospect to loyalty rewards is what every businesses and client wants.

Identify-Client-Origins

CLIENT MANAGEMENT STRATEGIES AND CUSTOMER SERVICE

You can streamline all of your client communication, invoicing, billing and monthly recurring payments in the Bizzflo platform. Several payment reports are available that enable you to reconcile client accounts, make sure that your books are in order, and manage recurring invoices and payments automatically.This lets you stop spending time tracking down payments so you can spend more time building relationships with your clients.

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CLIENT APPOINTMENTS

Allow for customers to book your openings based on their availability without wasting time valuable time.While offering online scheduling for one-on-one’s, classes, events, or training you can offer them options such as paying with their membership, onsite, or online with their credit card. All of which is encrypted and secured to industry standards.

CLIENT WORKSHOPS

Create workshops and events for clients that help you understand their needs better.Our client management software will also deliver automated forms and agreements to the customer to record the important details you need to provide a personalized experience with your business.

CLIENT PACKAGES

Create convenience packages in the platform and allow clients to purchase or upgrade online through personalized notification that is automated. Combine one-o-one’s offerings based on customer purchasing behaviors, or classes and workshops online based ont their preference.All of this information is available to create attractive personalized package offerings.

CLIENT MEMBERSHIP

Allow clients to enroll into different membership levels and use the platform to automate delivery of member only content. Create membership add-ons for colleagues, partners, and friends, and provide exclusive member only discounts and privileges.

E-COMMERCE

Use the e-commerce feature in you relationship management software to add your books and e-books to the online store so clients have a one click process to purchase online.You can even have your new software manage inventory levels to send you notifications so you never run out products.

Gift Cards

Create custom gift cards for your clients that highlight an upcoming holiday, a relevant training event, package, membership, or simply give them a dollar value to spend at your client's discretion.Your clients can buy cards for themselves or offer them to their colleagues, business partners, friends and family.

YOUR VISION FOR YOUR CLIENT MANAGEMENT IS OUR MISSION

We learn from every interaction we have with you, your peers and experts in the industry.
We apply the learnings to automate your Client Management help your business grow profitably.

CLIENT MANAGEMENT SOFTWARE INDUSTRY LEADER

Our objective is to be world leader in providing the best software tools to client management for automating their business and to help them achieve exponential growth.

INNOVATION LEADER

We never stop looking for ways to help you streamline your relationship with clients, automate your business needs, and boost your productivity.

BEST SOLUTIONS & APPROACHES

We never stop looking for ways to help you streamline your business, automate your operations and boost your productivity.

QUALITY SERVICE & SUPPORT

We have an incredible team with experience working with businesses of all sizes, to get you started when you want to get started whether it is tomorrow or today. Our service and support team is here to ensure that we address your needs in an expedited manner.

Find out how Bizzflo can enable stronger relationships with your clients. No contracts. No hassle.

What some of our Clients are saying

Bizzflo has been helping thousands of clients transform their business. Meet few of our clients and discover how Bizzflo has impacted them.

Felicia Phillips

Felicia Phillips

Felicia Phillips Unlimited

Bizzflo has helped us add and track customer information in an automated manner saving us a ton of time retrieving information when needed.

coach Jeff Levin

Jeff Levin

The Co-opvertising Network

Automation with Bizzflo helped us increase our business 3 fold in just a few months by saving us time and enabling us to focus on growth.

coach Sabrina-Lowery

Sabrina Lowery

Sabrina Lowery

Bizzflo is helping me organize and automate the delivery of course material, assignments and worksheets, saving me a ton of time to help my clients.