Client Manager

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Client Manager

Store the contact information for all your prospects, current clients and archived clients in one convenient place.

Our Client Manager lets you store personal contact information for prospects when you're at the "courting stage" with an engaged couple. After they've made the smart choice to hire you as their wedding planner, you simply have to click a button and a Workbook is opened for them so you can start planning their wedding events. And once their wedding is over, you can easily close their Workbook and archive their information to make room on your account for a new client.

The Client Manager has all the features of a comprehensive electronic address book, and you can easily upload your current addresses via an Excel spreadsheet.