MY CLIENT RECORD
My Client Record - Key Features and Demonstration Clips
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Immediate access to all client files at the click of your mouse.
click here for a demo of SEARCH SCREEN
click here for a demo of ADDING A NEW PERSON
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All client contact information, documents, letters, emails sent and received, and notes of telephone conversations accessed instantly.
click here for a demo of ADDING A FILE TO RECORDS
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Adding new documents, letters, emails, files and telephone notes is simple.
click here for a demo of ADDING A PHONE OR FILE NOTE
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Import any of the above and they drop into date order where you can view them immediately.
click here for a demo of ADDING AN EMAIL
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Instantly produce an index of all items in date order. This can be printed out and forms an easy reference to all transactions on a case.
click here for a demo of PRINT INDEX
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Send an email from MCR automatically via Outlook and a copy of it appears in the Records section.
click here for a demo of CONTACTING PEOPLE
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All records are stored in one place and viewed from one screen. Items stored can be named to ease identification and selection.
click here for a demo of EDITING DETAILS OF A RECORD
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Client specific notes can be made which are easily accessed and viewed
click here for a demo of CRITICAL NOTES
Do you want to save time and make more money? Of course you do. But are you fed up of empty promises?
MyClient Record (MCR) is a very simple tool for small businesses. It takes away the admin burden of keeping on top of paperwork. You immediately have to hand everyone’s contact details. You can see at a glance all of the emails, letters and even scribbled notes for clients, customers, suppliers – anyone you choose.
Above all, it’s really, really easy to get to grips with –
even for people who don’t really like computers.
Most time is wasted looking for information – whether that is a phone number, or an email or a letter. There are surveys that show over 20% of a working day is wasted looking for information.
With MCR your whole business is literally at your fingertips.
“It sounds too good to be true! And those systems - well they’re for bigger companies aren’t they”
My Client Record helps you keep track of all key letters, phone notes, emails and documents, all in one place and in date order for every single person you know. It is specifically for small businesses who need to keep on top of paperwork, filing, jobs and appointments.
Designed by me, a solicitor to keep track of client case files. It is truly simple to use and the benefits are immediate. MCR quickly becomes and indispensible tool for everyone who has used it.
“Ah – I’m not sure I want to stop using paper - and the system I use – well it’s not perfect but it works for me.”
Systems change over time. Email is a wonderful thing but keeping track of it can be a right pain. You either have to print off reams of paper – and then finding what you want can take forever, or keep it on a computer – when you have loads of other info on a paper file.
MCR acts as a really simple, but really clever, filing cabinet that puts it all together for you. You don’t have to stop using paper at all. You can print out what you need and MCR will also index and keep handwritten notes. How you use it is up to you.
“Technology freaks me out a bit - I’m never sure if I can trust it. And learning how to use it - well other systems have left me confused even after I have been shown what to do”
Boy do I know that feeling! But I can use email, print an invoice and use my mobile phone. MCR is really as simple as that. It is not designed to be used by teccy people – it is designed to be used by small businesses who simply need a cheap, reliable helping hand to stay on top of their admin.
To make using it easy there is an online help, user manual and videos on youtube showing how every single function works. You can also just give us a ring.
Give it a try – you’ve nothing to lose. A no obligation demo takes about 20 minutes. Then when you’ve bought it, our money back guarantee means if you don’t like it – you have your money back. Simple as that. No questions and no quibbles.
