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The most simple, but powerful, CRM for your small business.
Client First helps you build long-lasting client relationships, as we believe in the power of personalized connections as every client is unique and what makes small businesses different from big corporations.
Experience the difference of a CRM that prioritizes your individual needs without complexity.
🚀 Coming Soon!
Client First CRM is perfect for
Join the Early Access Waitlist
Customized Client Management
Experience the freedom and efficiency of a CRM that puts you in the driver's seat, allowing you to build strong, lasting relationships while effortlessly scaling your operations.
Client First offers customizable client management, empowering businesses to adapt to their unique needs. With flexible data fields, client types, journeys and tags you have full control over how you engage with clients. Embrace the freedom to adapt and grow alongside your clients, creating meaningful connections that stand the test of time.
Client Centric Timeline
Experience the power of a CRM that puts the client timeline at your fingertips, providing a holistic view that helps you build stronger, more meaningful relationships.
Most CRMs prioritize sales pipeline over client relationships, but not Client First. Our intuitive interface organizes all interactions, calls, emails, meetings, follow-ups, and upcoming events in a clear and chronological order. With a glance, you can track the entire journey and gain valuable insights into the relationship. Say goodbye to scattered information and hello to a streamlined experience that empowers you to nurture connections with ease.
Interactions and Tasks
Experience the peace of mind that comes with our integrated task management feature, ensuring you have a clear roadmap of what needs to be done to nurture and strengthen your client relationships.
Effortlessly track and manage all your client interactions. From calls and emails to meetings and events, our platform keeps a comprehensive record of every touchpoint, ensuring no valuable conversation or engagement goes unnoticed. But that's not all. Client First goes beyond tracking and provides you with the ability to create tasks and reminders. Stay on top of your to-do list and never miss an important follow-up or action item again.
Flexible Reports
Experience the power of data-driven decision-making with our CRM's advanced reporting feature, helping you drive success and cultivate stronger client relationships.
Gain powerful insights and a comprehensive overview across all your clients with our robust reporting feature. Our platform empowers you with flexible filters and customizable reports, allowing you to analyze and visualize data in a way that suits your unique needs. Whether you're seeking to evaluate sales performance, track customer satisfaction, or monitor engagement metrics, our reporting capabilities provide you with actionable information at your fingertips. Make informed decisions, identify trends, and uncover opportunities for growth with ease.
Easy-to-use and beautiful UI
Experience the power of an efficient CRM that eliminates complexities, allowing you to focus on what matters most: building meaningful client relationships and driving your business forward.
Client First is designed with a focus on simplicity, providing an easy-to-use and beautiful user interface that enhances efficiency for small businesses and professionals. We understand that simplicity doesn't mean compromising on functionality; instead, it means delivering a right-sized solution that streamlines your operations and empowers your growth.
Questions & Answers
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Why is Client First suitable for small businesses?
Client First is specifically designed to cater to the needs of small businesses, professionals and small teams, providing a right-sized solution that enhances efficiency and helps drive growth, removing all unnecessary complexity.
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Can I customize Client First to align with my unique business processes?
Yes! Client First offers extensive customization options, allowing you to tailor data fields, client groups, and categorization to align perfectly with your business processes and requirements.
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Does Client First provide reporting and analytics features?
Yes, our CRM offers robust reporting and analytics features. You can gain valuable insights, track performance metrics, and make data-driven decisions to optimize your business strategies and enhance client relationships.
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Can I track and manage client interactions on the go?
Absolutely! Client First is designed to be mobile-friendly, allowing you to track and manage client interactions seamlessly from your smartphone or tablet. Stay connected and in control, no matter where you are.
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How much will Client First cost?
We understand that pricing is an important consideration. While we are in the process of finalizing our pricing structure, we can assure you that Client First will be affordable and designed with simplicity in mind. We believe in keeping things straightforward, which is why we will offer a single-tier pricing model based on per user seat.
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Is there a trial period available? Do I need to provide credit card details to access it?
We offer a 14-day trial period for Client First, allowing you to experience its full functionality and determine if it meets your business needs. The best part is, you can start your trial without providing any credit card details.
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How secure is the data stored in Client First?
We take data security very seriously. Client First employs state-of-the-art security measures to ensure that your data is encrypted, backed up regularly, and protected against unauthorized access.
Welcome Letter
Dear valuable users,
as a small business owner myself, I understand the importance of building long-lasting client relationships. That's why Client First CRM was born.
Our CRM orbits around the client relationship, treating each client as unique, fostering long-lasting relationships. Say goodbye to complex and expensive CRMs that don't cater to small businesses, professionals and small teams.
Try Client First today and start building meaningful client relationships that last.
Best,
Pedro Assumpcao
Stay tuned to learn more!
Join the Early Access Waitlist