Client Compass Software

Client Compass will help you save time - and earn more money. Client Compass is like having a virtual assistant - automating invoicing, managing your prospect list, and keeping track of client contact hours for billing and certification. Client Compass features a built-in, approved ICF form for tracking certification hours.

Easy-to-use, and flexible enough to customize to fit your practice needs, Client Compass software helps you guide your clients and your practice toward success!

With Client Compass software you can:

• Utilize our unique call timer which automatically tracks and records client sessions - useful for billing and for recording contact hours for certification
  
• Perform client intake and manage client sessions - import client-prepared forms, utilize our unique client checklist
  
• Carry out assessments - a built in assessment tool helps you to set goals with your clients. You can also create or import custom assessments
  
• Manage client records - record contact information, session documentation, and billing - all in one place
  
• Keep track of client appointments - the built in scheduler helps you manage your calendar - and it syncs easily and accurately with Outlook
  
• Grow your coaching practice - our unique Practice Building section includes proven business and marketing strategy planning tools that have helped thousands of coaches build their businesses

Client Compass Software Premium Edition allows you to:

• Process credit card payments
  
• Support multiple users/computers
  
• Create multiple databases (e.g. by client group; personal, career, business or active, inactive)

• Baseline strategies for success
• Step-by-step instructions for how to improve keyperformance areas
• A versatile approach for groups or individuals
• An interactive video and CD-ROM with—Workbook, Facilitator’s Guide and Flip Charts

Format: Software
Item #: 978-0-471-77351-4
Price:   $349.00 (US)

Contact 4ulr@4ulr.com. We will help you find just the right product!