Luxury Attaché’s proprietary software system, FOLIO, is a custom CRM dossier system that has proven to be a valuable asset to both our company and clients. It provides the analytical tools necessary for our well-trained Attachés to evaluate and proactively suggest items and experiences that will enhance our clients’ lives.
FOLIO allows us to anticipate our clients’ possible requests and effectively manage their needs. It tracks activities, communication, significant dates, preferences and details about each client in a comprehensive, secure and discreet manner. It is used to calculate valuable metrics and create bi-weekly reports, with data such as activity hours, requests and vendors used. It is the brain trust that contains the vast database of our screened luxury vendors around the globe.
With the ability to be accessed and utilized from anywhere in the world, FOLIO is the backbone resource for our team. FOLIO allows our dedicated Attachés to both efficiently and exceptionally execute requests with the superior service level our clients expect.