Client Health
A regular review for every client, written for you.
The account review summarises each client's tickets, response times, hours and invoices for the period, adds your recommendations, and goes out by email with a PDF on the schedule you choose.
Why it matters
Quarterly business reviews are the best way to show clients what you do for them, and the first thing dropped when the team is busy. Building each one means pulling numbers from tickets, timesheets and invoices into a document, client by client.
Account reviews in detail
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Built from the records
Each review is filled from the period's tickets, first response times, hours and invoices.
- Choose the sections: scores, tickets, hours, invoices, recommendations
- The same content in the email, the PDF and the print view
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Your recommendations
Add your advice for each period on the review page; it is saved with that period and included when the review goes out.
- Period picker for quarters, or months when reviews go monthly
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On schedule or by hand
Send quarterly in the first month of the next quarter, monthly, or only when you press the button.
- Pick the day of the month
- A new schedule starts at the next send day, never with a backlog
- Send review now opens a preview with To, Bcc, subject and attachment
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Words that sound like you
Write the subject and opening text once, with placeholders for the company, the period and your business name.
- Email with PDF, print only, or both
- A Reviews sent log on every company
Questions
Can I check a review before it is sent?
Yes. Send review now shows the email with its recipients, subject and PDF attachment before you press Send now. Scheduled reviews use the same content and settings.
Will a client get a review twice for the same quarter?
No. Each company receives a given period's review only once.
Can I just print it for a meeting?
Yes. Choose Print only in settings, or use Print / save as PDF on any company's review page.
See Client Health running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.