What you get with client management.
Six tools sit under every client record. Here is how each one works for your team and your clients.
Contacts, work, money and history on one page.
Open a client and see everything that matters before a call. The owner sits at the top, and every figure is up to date.
- Every contact, with their roles coming soon
- Open requests, with projects coming soon
- Invoices paid, due and overdue
- Value across every project, coming soon
Every client file kept in one place.
Briefs, deliverables and certificates sit in one vault for each client. Asking for any of them by message is coming soon.
- One vault per client
- Files linked to requests, with projects coming soon
- Client uploads arrive through secure links
- Find any file by name or by message, coming soon
Every request tracked to completed.
Log a request in the app today; Slack, Teams, WhatsApp and email are coming soon. It moves from received to assigned, in progress, waiting for client and completed.
- Assigned to the client owner
- Waiting items chased until the client replies
- Status visible to your whole team
- Completed billable work ready for Finance
Files shared through secure links.
Send a client a link to share files or collect documents. Each link opens only what it was sent for, and the client confirms who they are before it opens.
- Each link opens only what it was sent for
- Clients confirm with an email or phone code
- Links expire and can be withdrawn
- Uploads land on the client record
Every request and approval in order.
The timeline keeps the history of the relationship. Reading back to any date, to see exactly what was agreed, is coming soon.
- Notes and calls logged by the team, coming soon
- Messages from the app, Slack, Teams, WhatsApp and email, coming soon
- Fee change approvals, with scope changes coming soon
- Search the timeline by message, coming soon
Every relationship has an owner.
Each client has one person who runs it, shown at the top of the record. New requests go to them.
- One owner per client
- Shown at the top of the client record
- New requests assigned to the owner
- Ownership changes logged
Put every client request on track
from day one.
Start free for 14 days. No credit card needed.
14-day free trial. No card needed.