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Average Ratings 0 Ratings
Description
Ensure your clients remain accountable and engaged between sessions with CleverMemo, which allows you to distribute exercises, worksheets, tools, and automatic reminders that help clients turn their intentions into actionable practices. This platform is more organized and efficient than traditional email, enabling you to swiftly locate the information you need without the hassle of searching through countless messages. By consolidating all client data and communication in a coherent context, you gain a clearer overview that reveals the big picture at a glance. Spend less than five minutes preparing for your sessions, as maintaining your clients' progress and accountability has become simpler than ever. CleverMemo is a customizable coaching software designed to empower your clients for success. With over 200 pre-loaded Coaching Tools and Workflows, you can eliminate tedious back-and-forth emails; assign tools in seconds and view your clients' responses directly in their stream. Maximize the potential of CleverMemo by creating automated workflows for any repetitive tasks, streamlining your coaching process even further. This innovative tool ensures you can focus on what truly matters: guiding your clients towards their goals.
Description
Our comprehensive solution integrates automated task management with client communication, enabling accounting firms to enhance their client relationships while streamlining workflows for faster completion of tasks. Say goodbye to delays caused by clients' lack of responses, as our web and mobile applications transform communication and declutter your email inbox. Forget about managing a complicated tech stack; embrace Client Hub as the ultimate platform for workflow management, client interaction, a client portal, file sharing, and much more. You can easily set tasks to recur, initiate Client Tasks automatically, and receive notifications for overdue items. A standout feature is our ability to generate Client Tasks from uncategorized transactions in QuickBooks automatically. Tailored specifically for cloud accounting and bookkeeping professionals, our platform is dedicated to offering features that facilitate a seamless workflow tailored to your requirements. Share files effortlessly through mobile or drag-and-drop options, and maintain organization with client-facing and internal folders for each client, ensuring a structured approach to your operations. By choosing our solution, firms can look forward to an improved efficiency that ultimately benefits both their operations and their client satisfaction.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$32 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CleverMemo
Founded
2015
Country
Germany
Website
www.clevermemo.com/en
Vendor Details
Company Name
Client Hub
Founded
2017
Country
United States
Website
clienthub.app
Product Features
Coaching
Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching
Mentoring
Action Item Tracking
Appointment Scheduling
Billing & Invoicing
Client Management
Course Management
Goal Management
Mentor Matching
Program Management
Progress Tracking
Product Features
Digital Workplace
Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management