ClientSpace Layers

ClientSpace is built in a series of software layers.

Core

Core is the most basic of the layers. Core provides basic customer relationship management (CRM) functionality, as well as the lead management and client service modules. This layer is extremely powerful – the foundation of all ClientSpace functionality. The foundation layer includes our powerful dataform engine, workflow engine, data integration tools, and reporting and dashboards. Using the tools available, we can build elaborate systems to help manage your business.

PEO

A PEO is a professional employer organization, which is an outsourcing firm that supplies services to small and medium-sized business. The PEO layer of ClientSpace provides end-to-end enterprise management. So how does it work? Qualified leads become prospects, which then generates a workspace. Sales staff submit a deal to underwriting. Next, sales signs the deal with the client. This event activates the client and generates a client workspace.

Custom

Overlying the Core and PEO products is the custom or candy layer of the software. This layer is client-specific and includes custom dataforms, business rules, and reports, used by our clients to make ClientSpace their own.

Related Topics:

• ClientSpace Modules Overview