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Contacts | Clients
Effortlessly Organise Your Clients in One Central View
Build a comprehensive client list with industry-specific classifications and find contacts fast.
Boost Client Satisfaction
Understanding your customer’s needs and preferences leads to more personalised communication and service.
Strengthen Communications
Centralise customer information and automate many tasks, such as data entry and follow-up reminders, freeing up time and resources for other tasks.
Increase Efficiency
Consolidating client communication and documentation in one place makes it easier for team members to collaborate on the account, leading to stronger relationships and better customer service.
Highlighted Features
Streamline Your Workflow
Build Better Client Relationships
Record and organise customer information easily in one consolidated view, including contact details, credit and finance terms, classifications, and licenses.
Maintain Client History
Keep track of all customer interactions, including emails and shared files, to maintain consistency and strengthen relationships with frequent clients.
Track Default Finance Terms
Set debtor finance terms and client-specific pricing to enhance relationships and get a snapshot of each customer. This allows you to customise your offerings and better understand each customer's unique needs.
Custom Resources
Allow for the tracking of extra information such as issues, notes or documents that can be saved for clients, councils, planning schemes, fire services, certifiers, or competent persons. The resource can be added to an application, saving time while ensuring that all necessary information is included.
What People Are Saying
Hear how Visual Approvals has improved our customer's daily processes.
"VA supports all the aspects of our business from the assessment and inspection stages, processing of council applications, document generation, invoicing and ordering requirements as well emailing. VA also provides clear and accurate checking processes for our staff and allows easy tracking of a job’s progress."
The great plus with VA is that it is paperless! Everything is electronic from the signing of documents to onsite inspections with tablets, we do not keep any hard copy files and we use a lot less paper. VA has made the entire permit process far more efficient. I would highly recommend VA!
"Imagine every piece of building legislation you operate under built into a software program. That’s VA. After using VA for 14 years, I wouldn’t choose anything else."
“SMS is working very well, we receive about 3 to 4 telephone calls each day to reschedule inspections from the SMS. We have noticed the reduction in inspections being cancelled on the day, which is making our inspectors more profitable.
“When I think of Visual Approvals the word that comes to mind is ‘easy’. Visual Approvals provides easier access to each file, it’s easy to create reports, electronic filing with the councils is easy, it’s easy to do QLeave and QBCC returns, it has many searchable fields making it quick and easy to find and retrieve information.”
“If you’re thinking of moving to Visual Approvals then go for it. The team is there to help with anything from start to finish, nothing is too hard to sort out and they are always willing and able to help. Visual Approvals generally makes your life easier.”
