ClientBuilder is a powerful business solution that enables frequent, compelling conversations with your clients, leading to greater retention, up-selling and referrals.
It allows you to engage regularly with your clients to understand their ambitions, concerns, experiences and opinions so you can act on these with focus, precision and agility.
ClientBuilder enables smart decision-making based on data and actionable solutions to increase retention and new revenue opportunities from clients.
Client Builder Templates
Learn what you need to know about your clients and understand how you can use the information to sell to them more effectively.
Quick View Communication
The more you know about your customers, the more effective your sales and marketing efforts will be.
See what matters most to your clients with detailed analysis of their responses, supported by actionable recommendations to implement and improve client service.