· Amit Kothari · Workflow and BPM
Client Management Software – Benefits & Use-Cases
Client management requires two critical but different timing needs: compliance (like Know Your Customer regulations) demands ASAP action on profiles and billing systems, while reinforcing client enthusiasm requires optimal positioning timing, not necessarily the fastest, to avoid churn. Multiple departments (customer service, legal, accounts, shipping, support, billing) create complexity that paper, spreadsheets, or email cannot handle reliably.