Capable Client

CEDP Skills Institute

About this app

Full Description: Clients Hub

Clients Hub is a powerful client management application designed to simplify and streamline business processes. With its intuitive interface and robust features, Clients Hub allows businesses to efficiently manage client interactions, feedback, documentation, and more.
Key Features:

Client Location Management:
Easily track and update client locations using a dropdown menu or GPS. This feature ensures precise client location data for better operational planning.

Meeting Status Updates:
Monitor the progress of client meetings with predefined options, such as:
Meeting Done
Rescheduled
Client Not Available
Other (custom input field for unique updates)

Feedback and Comments:
Record and manage client satisfaction levels using:
"Client is Happy"
"Client Needs Improvements"
"Client is Dissatisfied"
Custom comments through the "Other" input field

Candidate Status Tracking:
Easily track candidate progress, including:
Working Candidates
Dropped Candidates
New Vacancies
Replacement Needs
The "Add Upskill" button enables tracking of skill enhancement for candidates.

KYC Document Management:
Ensure compliance by managing essential documents like:
PAN Card
Aadhaar Card
GST Certificate
MSME
Other customizable document types

Why Choose Clients Hub?

User-Friendly Interface:
Navigate seamlessly through an intuitive design that simplifies client management.

Comprehensive Client Insights:
Stay informed with detailed records of meetings, feedback, and documentation.

Enhanced Workflow Efficiency:
Save time with features that automate and organize key client processes.

Customizable Options:
Tailor feedback, status tracking, and document management to fit your unique business needs.

What’s new

Client Location Update
Easily select and update client locations.
Meeting Status Tracking
Track meeting outcomes with predefined options and custom input.
Client Feedback
Record client satisfaction levels with feedback and comments.
Candidate Status Management
Monitor candidate counts: working, dropped, vacancies, replacements.
KYC Document Management
Track required documents: PAN, Aadhaar, GST, MSME, and more.