ChilliDB understands the struggles of effectively communicating with clients, keeping data organised and contact details up to date. ChilliDB can help you save time which means that you can improve efficiency, reduce employee hours, save costs and achieve more! Stress less! By utilizing these 7 time-saving features below. Selected Features 1. Notes and Message Templates 2. Tracking 3. Alerts and Notifications 4. Colour Flagging 5. Advanced Search 6. Automated Activities 7. Event Certificate Generation About ChilliDB ChilliDB is a flexible user friendly client management system which can be customised to your own individual business model. ChilliDB morphs into your own system, tailored especially for you, by you or with the support from friendly Polymorphic Solutions Staff, making it easily adopted by your staff.
Notes and Message Templates
Take advantage of our notes and message templates for consistent formatting and content.
Notes are a great way to record all interactions with your clients including emails, conversations and general form captures. Easily create a note template in ChilliDB and once created, quickly select the template next time!
You can do the same thing with message templates! Templates are available for creation for both emails and SMS and can be selected directly when sending an email.
Use tracking to keep a history of all your communications.
All messages sent through ChilliDB are categorised and recorded as notes which are linked to your contacts and clients. You can track the opening of emails as well as read receipts and request delivery receipts.
Alerts and Notifications
Never miss a meeting or event with alerts and notifications.
Add reminders and drive workflow activities so an activity can be followed up at a later date. Also send out notifications and reminders before key dates such as event start dates or membership renewal dates.
Highlight your contacts and organisations to find them easily!
Colour flagging helps you to visually identify key contacts and organisations quickly. For example you could create the flag "Concern" with a red colour and filter for contacts who have this concern flag.
Filter through your organisations and contacts quickly using advanced search.
You can even filter multiple items using the "one of" operator. For example you can quickly search for two different types of organisations. ChilliDB gives you flexibility to select your own criteria and choose which fields are shown in the search results.
Set up automated activities such as invoicing and emailing.
Automate invoicing by taking advantage of our full integration with Xero where invoices are generated and emailed directly to the client and you receive confirmation of payments as they occur. Also set up automatic emails to staff members to send SMS messages to clients when they are due to attend events.
Event Certificate Generation
Quickly send out Event Certificates within a few clicks, using ChilliDB's "send certificates" feature.
ChilliDB will create a PDF certificate for each attendee in the background and then email the certificates to each attendee.
By using these 7 features, ChilliDB can help you save time and give you the freedom to achieve your goals!
For more information about these features and how ChilliDB can help you, please visit our website.