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The Client Management module contains all the tools to manage your customer base, from creating new customers using the New Customer Wizard through the Collections Management and Cancellation Tracking utilities. The RMR Rate Change utility allows you to globally increase your customers’ recurring revenue based on the rules and conditions you specify. The Master Account Management functionality gives you superior tools to manage your large multi-site customers, such as chain stores or alarm dealers. The Customer Explorer allows you to manage and access your clients’ information in ways you never imagined possible. From one easy-to-navigate form, you have complete access to the entire customer database, allowing you to provide the service your customers demand.
"Client Management" is part of the SedonaOffice line of products, developed by SedonaOffice.