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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$30000.00/year
Free Version
Free Trial

Pricing

$63.84 per month
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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 Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Content Management Features

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

AutoEntry
ChatGPT
Datamolino
Dext Commerce
Hubdoc
Slack
Xero

Integrations

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