The tools to communicate, facilitate, store, record and manage all requirements for your client business.
XPLAN's Client Focus module is a comprehensive fact find and CRM system. It is an easy-to-use data collection model that is flexible and powerful.
Clients
Robust client software that facilitates the capture and storage of all client information, and effortless client relationship management (CRM).
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Communication
From a single client email to a mass marketing campaign, Client Focus keeps you in touch.
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Access
Our information portal, Client Online Access, lets your clients access and update their own information.
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