How do custom client fields improve client relationship management? - SquareDocs

Custom Fields

Table of Content

Table of Content

Table of Content

How do custom client fields improve client relationship management?

Custom client fields improve relationship management by providing a structured way to store and access critical client information. This allows you to tailor your services, follow up on client-specific needs, and maintain detailed records that enhance the overall client experience and loyalty.

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.