Enfinite Solutions Limited

Client registration facilitates the seamless registration of new clients in our system and enhance your ability to track and manage client information effec...

Client pick up at the reception This enables you to keep track of client visits and the total number of visiting on a daily basis and to capture the time t...

  Client service at the reception This enables you to record all the important services and enquiries done/offered at the front office can be i.e. stampin...

Client conversations You are able to keep track of external communications and internal office communication by staff members which are done on a daily bas...

Complaint Register To effectively address and improve upon client concerns, this process enables you to register new complaints in the system. Kindly follo...

Customer Relationship Manager Your customer being your prospective or potential client, this sub-section provide you with a place to register, do follow up...

To add a new follow up This enables you to review and conduct a follow up for customers Steps: Log into the system Go to "Client Management" ...

Customer follow up report This is basically a template where you are able to pull a report on the follows ups done, it can be weekly, monthly, quarterly an...

Quotations This enables you to get a list of all quotations in the system and how to raise a new quotation upon a customer’s request in order for them to k...

NB: This happens if the customer has been converted to a client and a file added, you can select the desired file and convert it into a client quotation. ...