All Clients at a Glance
Manage all your clients centrally in one place. With intelligent status tracking, complete file history, and quick access to all relevant information.
Kundenliste
Everything You Need
Client management is the heart of SendMeSafe - this is where everything comes together.
Central Client Database
All contacts with name, email, and company in one place. No more searching across different systems.
Status Tracking
Three-tier system: Open, Partial, Complete. See at a glance where documents are still missing.
Complete File History
All received and sent files per client at a glance. Never search for documents again.
Quick Search
Find any client in seconds. Search across name, email, and company simultaneously.
Activity Log
See exactly when files were uploaded or downloaded.
Automatic Updates
Status updates automatically with new uploads. You always keep the overview.
How It Works
Three simple steps to the perfect client overview
All Clients at a Glance
The client overview shows all your contacts with status, number of files, and last upload. Filter by status to quickly find open cases.
Kundenliste
Status Always Current
The three-tier status system shows you immediately where documents are missing. From Open to Partial to Complete - you always keep track.
Kunden-Status
Verfolgen Sie den Fortschritt Ihrer Kunden mit drei Statuswerten:
Noch keine Dokumente eingegangen. Der Kunde hat den Upload-Link erhalten, aber noch nichts hochgeladen.
Einige Dokumente eingegangen. Es fehlen noch Unterlagen oder der Vorgang ist noch nicht abgeschlossen.
Alle Dokumente eingegangen und gepruft. Der Vorgang ist abgeschlossen.
Automatische Updates
Der Status wechselt automatisch von "Offen" zu "Teilweise", sobald der erste Upload erfolgt. Sie konnen den Status jederzeit manuell andern.
Everything in One Place
The client detail page combines all information: Received files, sent files, active links, and the complete activity log.
Schmidt GmbH
TeilweiseEmpfangene Dateien
Gesendete Dateien
Aktive Links
Letzte Dateien
2.4 MB - 24.01.2025
1.1 MB - 22.01.2025
15.8 MB - 20.01.2025
Kundeninformationen
Perfect For
Service Providers
Tax advisors, lawyers, and notaries collect documents from clients and keep track of outstanding documents.
Agencies
Marketing and creative agencies manage client projects and all associated files in one central location.
Consultants
Business consultants and coaches organize their clients and documents professionally and securely.
Your Benefits
Start with Client Management Now
Try free and experience how easy client management can be.
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