Tailored Client Management - Mindaclient : Tailored Client Management Software

Streamline your operations with our customisable CRM system

MindaClient CRM helps you build stronger relationships, improve communication and track performance, all through one secure easy-to-use platform for you and your organisation.

Tailored client management

Manage all your contacts and client relationships in a single, centralised system. Customisable fields, segmentation, and tracking tools make it easy to personalise communications and nurture every relationship effectively.

Sales pipeline and activity tracking

Track leads, opportunities, and ongoing activities through a clear, visual pipeline. MindaClient allows your team to monitor progress, identify bottlenecks and take action to maximise conversions.

In-depth reporting and analytics

Make informed decisions with full reporting and analytics. From individual client insights to team-wide performance metrics, MindaClient provides graphical dashboards, saved reports and deep analysis to help you drive growth.

For over 20 years, we have partnered with our clients and evolved with them

“MindaClient CRM system has been a game changer for our business. It securely stores all client files in one place and makes diary management and forwarding meetings effortless, so we never miss a follow-up. The system keeps us organised, efficient and fully focused on delivering excellent client service.”

Gerry Farrell,
Managing Director,
Castle View Financial Services Limited

“MindaClient has been transformative for us since 2020, when we seamlessly moved from a paper-based system. What most appealed to us was the flexibility to personalise the system to suit our service. The system is user-friendly for our diverse team of staff, contractors and volunteers.

The support service is excellent and the team are always available for any queries. It has been a game changer for us and we don’t know how we operated before."

Select Hotels wanted a new CRM system to manage our B2B Sales, increase effective selling, monitor sales activities, proactively target potential leads, efficiently deal with clients and have detailed reporting; MindaClient tick all these boxes. Other CRM systems did a similar job, the reason I went with MindaClient was as an Irish company I felt they understood our requirements, their service from enquiry was excellent and their support team is very accessible and helpful.

We rate MindaClient very highly. The system is intuitive, reliable, and easy to navigate, making it an invaluable tool for our day-to-day work here at City Square Shopping Centre. It helps streamline processes, keeps information well organised, and significantly improves overall efficiency. What really sets MindaClient apart is the support. Sorcha is an absolute pleasure to deal with, incredibly helpful (and wonderfully bubbly!) and quick to resolve any issues or answer any queries we may have. Nothing ever feels like too much trouble! Highly Recommend!

Product Features

At MindaClient we have delivered innovative software solutions and comprehensive services that empower our clients in a range of different industries since 2002.

Case Studies

Scholarship and grant management

Not for profit

Counselling and care

Frequently Asked Questions

What is the product?

MindaClient CRM is a flexible, secure and easy-to-use customer relationship management system that helps organizations manage clients, prospects, projects and stakeholders in one central platform.

It streamlines communication, tracks tasks and activities and provides powerful reporting and analytics to help your team make informed decisions.

Who uses it?

Organizations of all sizes – From charities and not-for-profits to professional service providers.

Hardware suppliers – Tracking all stock and jobs in one place with in-depth reporting and sales pipeline management.

Sales, marketing and service teams – To track leads, opportunities, and client interactions.

Managers and executives – To monitor team performance, progress, and outcomes.

Clients and stakeholders – Through portals, messaging, and engagement tracking.

Finance and admin teams – To manage contracts, projects, or funding allocations.

How quickly can I get this set up?

Our customer support team will train you and your organization with in person or online training sessions based on your preferences.

A full training plan is put in place for complete product familiarity to make your team MindaClient experts over the first few weeks of install.

We also offer further development training, webinars, Masterclasses and support throughout your journey. Our support team are on hand to answer your queries through email, calls both video and direct support through our system.

How do I get trained on the system?

The product is ready to go when you are. We can begin today with a call where we would get to understand your organization and what you want to achieve. Within a few weeks we would have you and your team fully set up on MindaClient.

Is it GDPR compliant?

MindaClient provides you with the tools to help ensure your GDPR compliance.

We have built in various functions and checks to incorporate GDPR and to help our clients adhere to GDPR.

Clients opting in, Option to opt out, Facility to anonymize clients, Facility to bulk delete clients in line with your own GDPR policy, Workflow processes to manage GDPR requests such as right to be forgotten.

Do you share my data?

We categorically do NOT share your data with anybody.

Who owns my data?

You as our customer own your own data. We are the data processor while you are the data controller.

Start your MindaClient journey today

Partner with MindaClient to streamline your workflows and communication. Contact our team today to see how we can enhance your organisation.