Mobile App/Access – With today’s mobile workforce, you might want a client database app that is smartphone compatible so that you can access your client details on-the-go. Robust Search Functionality – Does the system make it easy to search and sort data in different ways? How far back do the results go? Can you narrow search terms to get the most relevant data for your query? Reporting and Analysis – Does the software offer a number of reporting tools and data visualizations? Are the reports easily downloadable and shareable? However, you will also want to be sure they employ the best safety standards for all your client data. An online backup system is ideal so that you can access it anywhere.
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