Client Manager | iplicit

Who benefits from Client Manager?

Client Manager empowers you and your team with the autonomy, control, and confidence to manage clients more effectively on your terms, enhancing client satisfaction and creating new revenue opportunities.

BPO and Outsourcing Providers: Efficiently scale your outsourced financial management services, enhancing security and operational effectiveness while delivering exceptional client experiences.

Implementation Partners: Grow your implementation and consulting services with streamlined client management and faster project delivery.

Reseller and Channel Partners: Manage your sales channels, demonstration and integration environments in one central platform.

Create and manage global permissions and security standards.

Perform administrative tasks effortlessly, with just a click.

Organise and segment your client base intuitively.

Seamlessly onboard clients with minimal effort.

Easily group clients into portfolios for efficient management.

Rapidly copy environments to and from sandboxes for implementation, testing, and demonstrations.

Create template clients for simple onboarding and copying.

Remain in full control of your users, team permissions, and client environments.

Simplify how your teams manage and access client systems with iplicit’s all-new Client Manager!

iplicit Client Manager transforms operational efficiency. Easily manage your team’s client permissions, create secure environments, and seamlessly scale your client base - all from one place.

Why Client Manager?

Designed specifically for Implementation Partners, BPO providers and outsourced accounting services, Client Manager offers a powerful, centralised portal that puts you firmly in control.

Central cloud portal

Administration and SSO

Client and environment groups

Authorisation and metrics

Who benefits from Client Manager?

Powerful features