Client
Management

Collaborate with clients and measure client profitability.

Collaboration and communication

Clear visibility – clear common goals

Discuss project details with your clients and ensure no communication is lost.

  • Communication is available down to the item level
  • Assign staff, clients, and contractors to items and projects so that everyone is on the same page
  • Reply to messages directly from your email, clients do not need a login to send and receive communication

Update client details

Up to date client information available when needed

The client tab provides users with vital information on client account history and details.

  • Manage clients through the client tab including users, projects, quotes, and invoices

There is a reason teams love ProWorkflow

Built-in collaboration tools promote teamwork through seamless communication.

Engage directly with colleagues, clients, and partners within a single workspace.

Learn more

Read about how ProWorkflow is enabling its customers to achieve more in their businesses with streamlined workflows

Let’s talk streamlined workflow

Let’s talk financial reporting tools

ProWorkflow is ISO27001 certified and GDPR compliant.

We conduct more than 30,000 secure task, project and financial updates every day for over 5,000 companies. Your data is safe with us.

gdpr-logo
iso-2