CLIENT LETTER

CLIENT LETTER

Top Down Systems Corporation
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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

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.

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

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

Audience

Audience

Accountants in search of a solution to build better relationships with their clients

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$30000.00/year
Pricing depends upon the number of users and license type.
Free Version Not Supported
Free Trial Not Supported

Pricing

$63.84 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Top Down Systems Corporation
Founded: 1981
United States
www.topdownsystems.com

Company Information

Timworks
United Kingdom
www.timworks.com

Alternatives

Alternatives

Expresso

Expresso

Nordis Technologies
i-Trust

i-Trust

Golden Omega

Categories

Categories

Customer Service Supported

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

Integrations

AutoEntry Not Supported
ChatGPT Not Supported
Datamolino Not Supported
Dext Commerce Not Supported
Hubdoc Not Supported
Slack Not Supported
Xero Not Supported

Integrations

AutoEntry Supported
ChatGPT Supported
Datamolino Supported
Dext Commerce Supported
Hubdoc Supported
Slack Supported
Xero Supported
Claim CLIENT LETTER and update features and information
Claim CLIENT LETTER and update features and information
Claim Timworks and update features and information
Claim Timworks and update features and information