CLIENT LETTERTop Down Systems Corporation
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Related Products
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About
CLIENT LETTER is Customer Communication Management (CCM) software built for business users. Users create and manage templates, reusable content, and business logic in order to automate -- either partially or completely -- the creation of customer communications. This includes on-boarding materials, correspondence, statements, and other types of servicing communications.
CLIENT LETTER integrates with a wide variety of systems for accessing data and content to use for personalization. Other systems can also "call" CLIENT LETTER application programming interfaces (APIs) and generate communications on demand.
The software maintains an audit trail of who created, modified, approved and sent every communication. CLIENT LETTER retains an exact replica of every communication for compliance purposes.
To schedule a free, no obligation, one-on-one demo, please visit:
http://www.topdownsystems.com/contact/request-a-demo
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About
Timworks is the only client support and communication app for businesses that make customer support effortless and has secure audit trails and unlimited client seats. Timworks seamlessly integrates with all of your favorite tools, so you can work faster and more efficiently. Send invoices from the chat straight to Dext or HubDoc in a snap. Sleep easy knowing your client's data is safe and secure with Timworks. Our platform is GDPR compliant, so you can be sure that you're always audit trail ready and keeping your clients' information protected. Ditch the email threads, with real-time communication you not only show your clients you care but solve queries in seconds. Simply add your colleague to the relevant clients and enjoy some well-deserved time off. Your clients are also in the good hands of our assistant, which is powered by ChatGPT and ready to answer queries and questions, saving you hours every week.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience |
Audience
Accountants in search of a solution to build better relationships with their clients
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$30000.00/year
Pricing depends upon the number of users and license type.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$63.84 per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationTop Down Systems Corporation
Founded: 1981
United States
www.topdownsystems.com
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Company InformationTimworks
United Kingdom
www.timworks.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Customer Service Features
Alerts / Escalation
Not Supported
Appointment Management
Not Supported
Call Center Management
Not Supported
Email Management
Not Supported
Knowledge Base
Not Supported
Live Chat
Not Supported
Performance Metrics
Not Supported
Queue Management
Not Supported
Self Service Portal
Not Supported
Social Media Integration
Not Supported
Surveys & Feedback
Not Supported
Virtual Assistant
Not Supported
Workflow Management
Not Supported
Content Management Features
Audio Content
Supported
Customizable Templates
Supported
Document Indexing
Supported
E-forms
Supported
Full Text Search
Supported
Image Editor
Supported
SEO Management
Not Supported
Text Editor
Supported
Version Control
Supported
Video Content
Supported
Website Management
Supported
Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Not Supported
Email Management
Supported
File Recovery
Supported
File Type Conversion
Supported
Forms Management
Not Supported
Full Text Search
Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Supported
Version Control
Supported
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Integrations
AutoEntry
Not Supported
ChatGPT
Not Supported
Datamolino
Not Supported
Dext Commerce
Not Supported
Hubdoc
Not Supported
Slack
Not Supported
Xero
Not Supported
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Integrations
AutoEntry
Supported
ChatGPT
Supported
Datamolino
Supported
Dext Commerce
Supported
Hubdoc
Supported
Slack
Supported
Xero
Supported
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