Unified client records
Connect interactions, documents, tasks, transactions and opportunities to one client profile.
Clientfold by LDK Consulting
One system, configured around your operations.
Clientfold is an adaptive client operations platform that brings customer information, workflows, communications, automation and performance into one workspace.
What Clientfold brings together
Adaptive workflows
Configure stages, terminology and processes around how your business actually operates.
Shared communications
Bring enquiries and client conversations into a workspace where ownership stays visible.
Intelligent automation
Prepare repeatable work, create reminders and reduce repetitive administration while people retain control.
Operational visibility
Understand what is happening, what requires attention and what should happen next.
Performance and ROI
Relate daily operations to time saved, costs reduced and revenue opportunities recovered.
See the workspace adapt.
The interactive preview uses simulated information to demonstrate configurations for different client-focused businesses.