Can I track interactions and activities associated with each client (e.g., meetings, emails)? - SquareDocs

Clients

Table of Content

Table of Content

Table of Content

Can I track interactions and activities associated with each client (e.g., meetings, emails)?

Yes, Hhola allows you to track all interactions and activities associated with each client, such as meetings, emails, calls, and other forms of communication. These activities are logged in the client’s profile, providing a clear timeline of past actions and helping you stay organized. Tracking interactions ensures that nothing slips through the cracks, making follow-ups and relationship management more effective.



From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.