Comprehensive Client Management System

Our Client Management System offers a comprehensive suite of tools tailored to streamline your workflows and optimize performance.

By integrating all aspects of client interactions into a single, user-friendly interface, you can reduce administrative burdens, improve data accuracy, and focus on delivering exceptional service.

Contact Us
Comprehensive Client Management System

The All-in-One Platform to Streamline Your Business Operation & Clients Experience

Centralized Control

Monitor orders, deadlines, and team capacity in one GDPR-compliant platform.

Get a demo

Team Alignment

Replace manual workflows with checklists, document tracking, and auto-reminders for overdue cases.

Get a demo

Client Transparency

Share branded dashboards with clients for live updates—no back-and-forth calls.

Get a demo

A Case Management System For All Your Needs

Our unique case management system enables you to keep track of all mobility processes being handled by your team – across all categories of services. The system is designed to handle any kind of process, from immigration and tax to relocation and moving.

Ditch the spreadsheets and make use of a powerful set of tools to centralize cases and clients data, documents and progress in a GDPR compliant and encrypted platform.

Get a demo

Order Tracking

Efficiently review, accept, or decline orders in one centralized location, saving valuable time and ensuring prompt responses. Access all order details instantly, eliminating the need to search through scattered documents. Create and manage client service codes directly in the platform. Expanding your reach by publishing services to the xpath marketplace.

Optimize Team Performance

Our platform offers a comprehensive suite of tools designed to enhance team coordination, monitor performance

Team Management

Efficiently assign tasks across your team, monitor consultant workloads, and ensure a balanced distribution of responsibilities. Our centralized dashboard provides real-time visibility into team activities, enabling effective resource allocation and preventing burnout.

Performance Tracking

Gain real-time insights into team performance with our advanced tracking features. Monitor case statuses, identify overdue tasks, and maintain high service standards through intuitive dashboards and customizable reports. Our system highlights potential bottlenecks, facilitating timely interventions to ensure your team consistently meets and exceeds client expectations.

Secure Document Management

Efficiently manage all your sensitive documents within our secure, GDPR-compliant platform. Our system ensures that service quotes, invoices, and other critical files are stored safely, with comprehensive access logs to monitor all interactions.

Key Features:

  • Secure Storage & Sharing: Safeguard sensitive documents with robust encryption, ensuring only authorized personnel have access. Share files directly through the platform, maintaining control over distribution.

  • Comprehensive Audit Trails: Maintain detailed records of document access and modifications, supporting compliance and accountability.

  • Centralized Client Repository: Keep a complete history of all client interactions and documents in one accessible location, streamlining information retrieval and collaboration.

Our document management system not only enhances operational efficiency but also ensures adherence to data protection regulations, providing peace of mind for both you and your clients.

Get a demo

Financial Oversight

Gain valuable insights into your organization’s financial pe­rformance with comprehensive­ reports. Easily track costs, revenue­, and profit for any given period and gain a clear unde­rstanding of your financial health. Our advanced filtering options allow manage­rs to delve dee­per into the data, refining it by country or spe­cific services.

Monitor expenses and profits with detailed financial reports, aiding in strategic decision-making and resource allocation. Our integrated financial tools provide a clear view of your organization’s fiscal health, allowing you to track budgets, forecast financial outcomes, and optimize resource utilization.

By consolidating financial data within the platform, you can make informed decisions that drive profitability and growth.

Get a demo

A Digital RFQ System For A Better Procurement Process

Our digital RFP/RFQ feature offers a seamless procurement experience, cutting through red tape and reducing time-to-contract. Say goodbye to lengthy communication cycles with clients; our platform allows managers to promptly receive and respond to client requests for quotes.

By simplifying the traditional procurement methods, your team can be more efficient in providing quotes and closing deals faster.

Stay On Track To Reach Your Goals, Faster!

Service Agreements

Easily manage service contracts and agreements within the platform, simplifying administrative processes.

Get a demo

Improved Client Relationships

Offer clients a seamless experience with transparent processes, timely updates, and efficient service delivery.

Get a demo

Compliance and Security

Ensure data protection with robust security measures and maintain compliance with global regulations.

Get a demo