Client Connect CPA
Employee Directory
CREATE AND MANAGE SEARCHABLE DIRECTORIES

To create and nurture personal relationships between potential clients and those positioned to best serve them, use the Employee Directory feature. Easy-to-manage modules, completely customizable to display as much or as little information you like, engage users with employees and illustrate your firm’s unique offerings.

KEYWORD SEARCH

Users seeking contact information find it easily by searching for words specific to their need. Even if they only know a partial name or a practice area, one click yields immediate, lead-generating results.

DEPARTMENT SEARCH

Allow users to browse departments easily and find and connect with those employees which will best serve them.

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Key Features
  • Populate relationship-building directories quickly and easily
  • Direct users toward correct representatives with the touch
    of a button
  • Search employees by department, Boolean search and alphabetic lists
  • Drive users toward specified goals
  • Display a vast array of services in a way that resonates with your client base
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