Customer- Centric
Anticipate customer needs with a complete communication history, unified service logs,
and a bulletproof file cabinet designed for teams on the field.
WHY CPANYWHERE
Intermediary Management & Business Growth
A proactive tool for partners and managers to identify and capture nearby business opportunities through client referrals.
Referral Tracking System
Includes dedicated referral records for easy identification of who brought in a lead.
Incentive Automation
Allows firms to preset standard incentive rewards for intermediaries, with flexibility to configure either a fixed fee or a percentage of income.
Relationship History
Features an intermediary history view to track the performance and long-term value of each referral source.
Customer History at a Glance
Provides partners and managers with a complete view of a client's "history" before any interaction, shifting focus from fragmentary notes to holistic knowledge. Captures critical touchpoints in centralized Interaction Log.
Client comments
Past contact records & historical communication logs
Relationship mapping across any related companies
NO PAPER
Customer File Cabinet in Database
Permanent digital storage secures permanent client files and documents directly within the system’s database, eliminating the risk of lost paperwork.
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Designed for staff working on-site; they can immediately upload electronic versions of original documents to the client’s “file cabinet” and return the physical originals to the client right after inspection.
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Document categorization organizes files into three distinct, pre-defined categories for rapid retrieval.
Permanent File
Core, long-term client documentation.
Job Assignment
Documents tied to specific tasks or projects.
Correspondence
Written communications and letters.
FEATURE-FOCUSED
Communication & Pipeline Management
Newsletter & Targeted Communication
Streamlines the process of sending out newsletters, critical notifications, or urgent updates to clients. A filter system based on Industry Type so communications only reach relevant audiences.
Key Benefits
Effortless Broadcasting
Segmented Targeting
Courier Cover Sheet
Specifically designed for front-line staff and secretaries who frequently manage heavy outgoing mail volumes, eliminating manual data entry mistakes. UI that positioned directly under the main Customer Menu for frictionless, day-to-day access.
Key Benefits
Speed & Accuracy
Quick Access
Prospective Customer & Sales
Features a dedicated tracking tool where firms can pre-define up to five distinct sales pipeline stages to monitor ongoing client acquisition efforts. Gives partners and managers a high-level review dashboard to monitor outstanding prospective leads and ensure proper team follow-up.
Key Benefits
Flexible Architecture
Lead Accountability
Client Service Log
A simple, easy-to-follow log built to capture incoming customer service or inquiry calls. Allows any employee in the firm to immediately see the historical context and the unresolved issue at hand, ensuring no client requests fall through the cracks or cause friction.
Key Benefits
Centralized Inquiry Tracking
Cross-Team Visibility
Correspondence Management
Purpose-built to handle massive volumes of professional correspondence with government agencies (such as the Inland Revenue Department). Replaces fragmented, standalone tracking programs with a unified system designed
Key Benefits
High-Volume Tasks
Risk & Penalty Mitigation
Empowering Hong Kong professionals with trusted compliance software since 1990.
- plinfo@plsoft.com
- Phone
- (852) 2521-3110
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