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Practice Manager

The difference between organization and automation... integrating your client management, team activities, and portfolio services online...

SilentSherpa's Practice Manager provides a real-time hub to all client, team, and portfolio management activities for the distributed energy management organization. Whether you are in the office, on the road, or working at home, the Practice Manager provides a central location to assign, manage, and collaborate on deliverables across your entire enterprise

Key features of the Practice Manager include:

Client Contact Management

Full CRM with email, calendar, tasks, notes integrated with SilentSherpa EPM®

Scheduling Coordination

Display client, team, and service deadlines & deliverables in calendar, table, or chart

Meeting Administration

Schedule, issue, and track meetings in a collaborative framework

Activities Checklists

Synchronize account management activities across your team in real-time

Shared Reporting

Access company-wide reports in real-time, including blog collaboration

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