Keep track of a client with Pagico

In business world, people are becoming aware that it’s clients who bring you profit. Nicely organizing clients information and keeping the relations make you more competitive. Using Pagico to manage your contacts and log their activities, you can get rid of piles of paper and cards and not to be a “file porter”.

This article shows how to effectively track and manage your clients.

Follow up important matters

After you have an important meeting with your client or sign the contract, you can summarize the event in “Activities” under his/her contact profile in Pagico. Plus you can tag the activity according to its subject or your remark. This way you get ideas what you have done with a specific client and consider what the next action would be.

Manage important files, faxes from your client

Managing files and faxes your clients sent to you could be extremely important. But you may have found out that managing tons of files from different people is nearly a mission-impossible. With Pagico, just drag the files(pdf, word, psd, etc) to the corresponding contact profile, and it’s done.

Relate your tasks to your client

It’s awful to send Jack an email that should have been sent to Tom. But it happened. Don’t worry! Pagico lets you add tasks based on people. That is to say, you can set yourself a task under someone’s contact profile. When you browse a client’s contact profile, you can easily check your to-do lists with respect to him/her.

Evaluate your business

You can browse all your activities in Dashboard. Activities are shown along with relevant contacts and therefore you can easily get insight of what you have done with different people. Meanwhile, if you tag important activities, you can see how your business with a certain contact goes by taking tag statistics into account.

Evaluate your client

Although tag statistics can’t reflect the 100% reality, you can try to build them into the understanding of your clients.
For example, if you tend to tag activities using remark like “Good” or “Nice”, you can check out the percentage of “Nice” out of all activities related to a specific client, say Jack. If it takes 100%, Jack is your perfect client!

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