Organize your contacts • Control your workflow • Increase your sales
DATAIR’s Client Manager and Task Manager Programs provide Contact and Task Organization for Plans and Plan Sponsors. All the information you need in one location to control workflow, organize contacts, and increase sales.
Immediately have contacts and plan data at your fingertips. From management to administrators the programs provide advanced tools for efficiency and analysis.
Client Manager and Task Manager System Highlights
A powerful query and filters allow for easy processing and handling of plans and clients. Leverage the results for export, merged letters,
labels, and correspondence. Client Manager features turn your existing database into a valuable resource.
A task and workflow program that is ready to track scheduled categories and tasks for administration of plans. Use the Task Library of provided
simplified and expanded Tasks or easily customize the Tasks and Templates to match your firm’s procedures.
Multi-plan tools allow for simplified implementation. As an administrator, complete an assigned plan task list with the ability to add dates,
time spent, percent complete and notes. The different View options can be customized. With options to track individual tasks or see an at a
glance summary of overall plan status. In a few clicks, a manager can review the firm’s workload, an administrator’s workload or a
detailed review of a specific plan.