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Enerpize Client Management & Follow-Up Software engages clients and employees by establishing automatic schedules for appointments and follow-ups. Track actions by clients and employees. Automate and customize billing and communication with clients using custom emails and SMS, invoices, and auto-reminders.
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Select your industry. See how Enerpize fits your business for free.
Maintain accurate client records, categorize, and group clients into different segments. Set boundaries between workgroups to avoid overlaps or miscommunication.
Manage client data in one place with ironclad, fully encrypted security for contact details, business records, legal documents, and financial transactions.
Assign and link account managers to clients with tracking, appointments, and notification features. Add multiple contacts to each account for enhanced touchpoints.
Go from tracking to performance management using Enerpize’s synced activity logs to understand how client-employee pairing works and intervene when required.
Provide clients with online access, manage permissions and privileges. Enable them to view account statements, invoices, transactions, and due payments.
Share estimates; once approved, convert to invoices, collect online payments, and begin project collaboration. Enable self-booking for services and meetings.
Simple. Efficient. Affordable.
Get Started NowOffer flexible pricing and payment dynamics, including custom price lists, installment programs, and tailored offers and discounts for targeted client segments.
Offers
Installments
Price Lists
Craft loyalty programs with eligibility rules based on purchase patterns and spending volume, and applicability criteria for specific items and customers.
Set sales targets and implement upselling, cross-selling, and downselling based on client segmentation. Drive team motivation with targets-based commissions.
Create workflow to assess team performance. Design NPS custom forms and generate reports to measure customer loyalty and satisfaction.
Our customer-focused and prime team is 24/7 ready to go your way all along to answer all your questions and introduce any changes you need.
Enable lead generation with online self-registration. Boost engagement with follow-up calls, emails, SMS, demos, and meetings. Track proposals and deal closures.
Track your leads' and customers' journeys through phases with custom statuses, actions, and workflows. Nurture leads and engage customers with bulk emails and SMS.
Garner client satisfaction from detailed activity logs, follow-ups, and appointments reports. Extract services and products preferences, and sales agents interactions.
Generate aged debtors, payments, invoices, outstanding balances, and account statements reports. Fetch segmented and periodic sales and profitability reports.
Enerpize is rapidly and constantly growing and our support expands in response. Our forever updates, whatever your plan is, ensures your software is always covered so your business can grow with Enerpize.
Enerpize is GDPR-complaint, hosted on cloud-based servers, and 256-bit SS-encrypted to ensure your data integrity, safety, and security.
Enerpize support caters to every business need, 24/7, to our customer base utmost satisfaction. With or without Enerpize user manuals, you are never lost looking up anything to use our system efficiently, quickly, and smoothly.
Wherever or whenever you are and from any logged-in device, get instant cloud-based access to run your business. Get forever updates to strategize and grow. You are never out of reach with Enerpize.
Modules
Industries
Support
Mobile Apps
Billing & Invoicing
POS
Chart of Accounts
Expenses Management
Asset Management
Cost Centers
Stocktaking
Purchase Management
Employee Management
Payroll
Attendance and Leaves
Work Flow
Booking Management
Leasing & Reservation
Manufacturing
Client Follow-Up
Memberships Management
Business Managment App
POS Mobile App
ESS Attendance Application
Quick Expense Scanner
