Personalised reports
Present each client with the information that concerns them, in a carefully crafted layout.
CRM module
Online digital client report
Share professional reports with your clients, accessible online.
The module
Online digital client report
Share professional reports with your clients, accessible online.
The Online digital client report module lets you generate clear, personalised reports from your CRM, which your clients can consult directly online. You strengthen transparency, showcase your work and deliver a modern experience, without endless exchanges of attachments.
Key points
What this module brings you
A module designed to fit naturally into your CRM and your business processes.
Accessible online
Your clients consult their report from any device, at any time.
Stronger transparency
Give visibility on progress and build your clients' confidence.
Professional image
Showcase your work with modern documents that reflect your brand.
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CRM modules
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