ZlyntOffice
Log inStart free trial
← All features
Clients · Client overview

Every client seen whole.

A client overview connects contacts, requests, documents, finance and activity. Anyone on the team can pick up a relationship and know where it stands.

Start free trial →See it in practice
Highlight

The whole relationship

Client, contacts, requests, documents, invoices and activity on one record, with the client owner at the top. Projects on the record are coming soon.

What's inside

Client overview, in detail.

Coming soon
  • Contracts and renewals
  • Client health score
  • Email sync

  1. Contacts and roles

    Every person at the client is on the record. Giving each a role, so updates reach the right person and approvals go to whoever signs off, is coming soon.

  2. Requests and service

    Open requests, recurring work and what is waiting on the client, all on the record.

  3. Projects and documentsComing soon

    Every project, past and present, will sit on the record with the files delivered for it.

  4. Finance in context

    Invoices and payments sit beside the work they cover. Retainers, and seeing what a client is worth, are coming soon.

  5. Activity timeline

    Approvals and completed requests, in order. Notes, calls, messages and scope changes, and reading back to any date, are coming soon.

In practice

Reading Northwind before a review

  1. Ananya opens Northwind's record before the quarterly review.

  2. She sees 4 open requests, 2 waiting on Northwind, and an invoice overdue by 9 days.

  3. She asks ZlyntOffice to chase the 2 waiting items, and the reminder is logged on the timeline.

Next feature · RequestsRequests that move to done
Get started

Put every client request on track
from day one.

Start free for 14 days. No credit card needed.

Start free trial →

14-day free trial. No card needed.