Account Manager - Manage Clients, Sales Leads, and Suppliers


Ceboa's Account Manager is an easy way to manage clients, sales leads, and suppliers. The Account Manager is tailored for the needs of independent business professionals and gives you the ability to maintain control over your office and practice from any location with any web enabled device. The Account Manager focuses on presenting quick access to account information and enables you to easily document actions that you perform in support of your clients, sales leads, and suppliers. Status and information fields allow you to prioritize your accounts, identify next step actions, and establish reference criteria and account identifications based on your operational practice needs and preferences.

What's good about the client account and sales lead facility:
  • Fast and easy to use.
  • Enables you to control your office from any location.
  • Gain quick access to client, sales lead, and supplier information and status.
  • Quick entry of actions, status, billable expenses and associated costs.
  • Quick action reports and status information.
  • Smart device apps called Gizmos for quick access to common actions.
  • Frees you from a specific PC, network, or location.

Client Account things you can do:
  • Create invoices for services rendered including, ad hoc, mileage, transportation, and travel expenses.
  • Identify next step actions in the client service and date due.
  • Document client actions and services.
  • Document reference information and issues.
  • Store client specific files, images, video, and audio.
  • Use your smart phone to access and update client information.

Sales Lead things you can do:
  • Create sales leads based on your target industries and markets.
  • Maintain sales contact information.
  • Identify next step actions in the sales process and date due.
  • Document sales activities.
  • Document reference information and issues.
  • Easily turn a sales lead into a client account after your complete the sale.

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