Save Information About Your Clients
—Client data where you need it
Many have asked for a way to keep all information about your clients in one place. Today, we are happy to release the new Client Profile, a simple, nice-looking menu where you can keep track of all your client data.
In the Client Profile, you can add each of your client's contact info, business info, team members, legal info, and financials. And after you added information about your clients, go to Client Analytics where you can see your client portfolio by life stage, company size, and engagement time.
#1 Client Profile
Save all client information
In the Client Profile, advisors can add their clients' contact info, business info, team members, legal info, and financials.
#2 Client Portfolio
Get an overview of your clients
Advisors can also get a visual overview of all clients in Client Analytics where they can see their client portfolio by life stage, company size, and engagement time.
#3 Improved Analytics
Charts of outcomes
We have improved the Scoreboard menu with aggregated charts of your clients' outcomes by achievements and results, and by category.
#4 Shared Space for Client Files
Upload files to your clients
We have improved the menu Shared Files so you can easily upload and share files and keep all files you and your client shared in one place.
What is Next?
—Get a sneak-peak of what we are working on...
In GrowthWheel we are committed to making continuous and never ending improvements of our software in collaboration with our users. We have hundreds of upcoming features in our road map, and here you can see what is on top of the list:
- Client Postbox where you can keep track of all e-mails you sent to your clients from your e-mail application.
- Client Profile customized so you have the specific fields you need in your country or industry.
- Further improvements to Ambitions and Outcomes with PDF reports and more visual analytics.