Client Minder
 
P.O. Box 3039, Boulder, CO 80307, Phone 303.494.5412
ClientMinder and ConferenceMinder Software Client Minder Features
ClientMinder™ for Contacts, Marketing and Invoicing

What it can do for you

ClientMinder is a combined contact, marketing and invoicing system. On the contact side it is designed to track clients, memberships, contacts for marketing, and other companies/individuals where extensive information is kept on the contact and follow-up contacts are expected. The contact database was designed to store and select information about clients for continued marketing based on previous orders or stated interests. It can be integrated with the ConferenceMinder Registration System for Membership Societies.
     There is a primary subsystem for contact tracking. The Contact Subsystem can contain member, customer, vendor, employee and other contact data. It has over 100 fields that include over 80 fields for categorizing or targeting the contact as well as demographics, survey and other fields.
     The Order Subsystem collects customer, memberships, product order, pricing and shipping information that is used to generate orders, manage inventories, and report on these operations. It uses the Order, Order Details, Order Payments, Product, Subproduct, and various other data repositories for order processing.

 

ClientMinder System Entry Screens

 

 

 Contact Entry Form                             

 

In the Order/Invoice component, the system collects customer, product order, pricing and shipping information that is used to generate orders and manage inventories. It uses the Order, Order Details, Order Payments, Product, Subproduct, and various other tables for order processing.

 

Product Form                                           

 

Order Entry Form                                   

 

ClientMinder contains support tables that allow the user to customize the system forms and reports for their needs.

 

Tables Menu                                              

 

 Tables and Maintenance Menu       

 

There are various reports, forms and labels produced by the system. For contacts there is a General Contact Report that allows user selection of contacts by category, program, products purchased, dates, etc for special promotions. There is a matching General Product Report on the orders side. Order reports also include summary reports for financial tracking by program or product.

 

Report Menu                                             

 

Contact General Report Form         

 

Product General Report Form         

 

 ClientMinder has a Web interface allowing for daily online orders and email order confirmations, invoices, targeted messages, etc.

 

External Functions Menu                    

 

 There is extensive help available within ClientMinder The data fields on each Form have edit information and data descriptions. A help file can be accessed from every Form. An installation and user manual is also shipped with the System.

 

Login and System Services Menus:

 

 Sign In Form                                             

 

 System Services Form                         

 

 This is just a small sample of the capabilities of ClientMinder Order a demo and see for yourself!