Client Relationship Management

Effective client relationship management (CRM) practices help you maintain strong connections with clients, provide better service, and grow your business. Kwilio provides tools to support these efforts.

Key Relationship Management Practices

Maintain Complete Records

Keep accurate and up-to-date client information including contact details, preferences, and history. This ensures personalized service.

Track Communication

Use the notes feature to record all interactions - phone calls, emails, meetings. This creates a complete picture of the relationship.

Understand Service History

Regularly review appointment history to understand service patterns, identify needs, and anticipate future appointments.

Building Strong Relationships

Personalization: Use client notes and history to provide personalized service and remember preferences.

Proactive Communication: Reach out before appointments to confirm details, send reminders, or address concerns.

Follow-up: After service appointments, follow up to ensure satisfaction and identify future needs.

Identifying Opportunities

Use client data to:

• Identify clients who haven't been served recently
• Find clients who frequently request certain services
• Recognize patterns that indicate additional service needs
• Schedule recurring appointments automatically

Managing Client Issues

When issues arise:

• Document concerns thoroughly in client notes
• Track resolution steps and outcomes
• Follow up to ensure satisfaction
• Learn from issues to prevent future problems

Best Practices

• Review client records before appointments
• Update information promptly after interactions
• Be consistent in how you record information
• Regularly review and clean up client data
• Train team members on relationship management practices