Gather Information Efficiently
Preparing monthly reports for clients can become a burdensome task when data is scattered across emails, chats, and meeting notes. With EntryFilter, this operation becomes extremely simpler thanks to the Practices feature.
Use the Client Dossier
The client dossier of EntryFilter allows you to have a complete overview of interactions with the client on a single screen. By accessing the dossier, you can view statistics, practice history, and materials, all grouped by client. This significantly reduces the time needed to gather scattered information.
Practical Advantages
- Quick access to qualitative comments and performance screenshots.
- Integration of materials from different practices.
- Ability to export data in CSV format for further processing.
Example of a Practical Case:
Imagine a digital marketer who needs to prepare a report for an important client. By using EntryFilter, they can open the client dossier, quickly gather all necessary materials, and generate a detailed report, thus avoiding the hunt for screenshots and scattered notes.