Workflow, business interrogation and smart data collection are core functions of any business practice. Our XPLAN Client Focus software incorporates these in a process-driven solution that aims to maximise business opportunities and produce the desired results in the most efficient way.

Workflow in Client Focus seamlessly integrates task management with other XPLAN tools to create efficiencies. Underpinning this, and central to all XPLAN modules, is XPLAN's innate support for smart data input and maximum data re-use. 

Client Focus' extensive business interrogation lets you report on all aspects of the business, including staff, processes, revenue, costs and areas requiring attention. In short, we help you to truly understand your business.  

Features

• Logical task management and workflow
• Time management
• Smart data collection
• Document storage of all file formats
  
• Bar-coding for automated document management
• Campaign management
• Business interrogation reporting
• Tools to keep the clients and dealer group informed
• Service benchmarks
• Alerts management
• Compliance management
• Invoice and revenue tools