Client Card
by Spring
The most efficient way to organize your accounts receivable information.
- Start
How can we help your business?
The Client Card’s a complete tool that will help you reach new levels.
Learn more about it by watching the video below.
- Financial management
Make running your business easier
Our tool provides you with a structured financial organization.
We’re also here to teach you the financial concepts required for continued growth and success.
Our financial consulting services are designed to help you get a deeper understanding of your business's finances.
- Testimonials
Those who trust in our work
Joyci Rodrigues
The Digital Fairy Godmother
Barbara Marçal
Multidimensional Therapist
Arina Santos
Owner - CIA do Algodão
Shannon Teemull
Owner - ShMarTee Co.
- Client Card
A financial tool.
A resource you can rely on.
We are preparing the packages and this product will be launched soon.
Want to secure early access and receive an exclusive bonus? Contact us now and be among the first to take advantage of this opportunity!
Bronze
$199.90 / CAD-
Analytical Dashboard
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Data Entry Source in two formats (Client Card Form + Database)
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Client User Guide
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Support Table
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+ 60 Minutes Recorded
Coaching Session -
+ 12 Months Maintenance
Subscription fee (12 hours of annual support/1 hour per month)
Silver
$519.90 / CAD-
Analytical Dashboard
-
Data Entry Source in two formats (Client Card Form + Database)
-
Client User Guide
-
Support Table
-
+ 60 Minutes Recorded
Coaching Session -
+ 12 Months Maintenance
Subscription fee (12 hours of annual support/1 hour per month)
Gold
$759.90 / CAD-
Analytical Dashboard
-
Data Entry Source in two formats (Client Card Form + Database)
-
Client User Guide
-
Support Table
-
+ 60 Minutes Recorded
Coaching Session -
+ 12 Months Maintenance
Subscription fee (12 hours of annual support/1 hour per month)
- Customized
Customize to your needs and business practices
The Client Card’s easy-to-use features and dashboards will empower you to understand and optimize your purchasing like never before. Also, it is easily customizable.
Watch the video and learn about our clients’ experiences.
- Financial insights
Gain insights into your client’s financial health
Gain valuable insights into your active & inactive clients to add value to your sales team.
Collect & organize client information so you can analyze your industry market share.
Use the information to evaluate your client's creditworthiness.
- Financial tools
The financial tool that empowers you with important insights
Link the Client Card to your Sales Record and the analytical report lets you see exactly how much money your business is generating.
Choose to use the Client Card in Excel, PDF or online forms by recreating your Client Card into various formats.
The Client Card comes in 2 easy to use options, an Excel spreadsheet that can be sent to the client and a database to be used internally and integrated with other tools.
Regardless of which option meets your specific needs, we’re here for you every step of the way.
And don’t let our expertise in finance fool you. While we’re known as finance people, first and foremost, we are people people. Numbers are our expertise. Helping people manage the financial aspect of their business is our passion.
Get in touch
Not sure if it is the right product for you? Get in touch with us! Fill out your information to request a demo.
- Our products
Discover the perfect tools to drive your business growth with Spring
Do you run the numbers, or do the numbers run you?
Turn your numbers into a major competitive advantage!
Experience
Proudly serving clients in Canada and Brazil with fluency in both English and Portuguese.