Welcome
Welcome to the SwissClients documentation! Here, we explain all the features of the panel, providing detailed steps on how to use it effectively. The panel is frequently updated with new features, which will be thoroughly explained in this documentation. Stay up-to-date with the latest functionalities and learn how to make the most of SwissClients.
SwissClients: The Complete Solution for Client Management
SwissClients is an intuitive platform designed for managing clients, whether you’re a small or large business. The goal is to have all client-related information well-organized in one place. With its comprehensive features, SwissClients allows for full client tracking, management of sensitive data, and storage of important documents related to each client.
Main Features:
Client Management: Centralize all your client information, including sensitive data, in an easily accessible interface.
Activity Tracking: Monitor client progress with a complete history of all key interactions and changes.
Document Management: Add and organize essential documents such as invoices, prescriptions, quotes, and other files related to each client.
Customizable Forms & Anamnesis: Create and add responses to customizable forms or anamneses to better understand and track your clients' needs.
SwissClients helps you centralize everything in one place, offering better organization and optimal client tracking.
This panel allows you to request specific features tailored to your business needs. Simply submit a request, and our team will handle the development and integration of the feature into your panel.
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