The go-to spot to manage your clients and get oversight across all of their projects.
Optimized and effective client management
Keep your growing client portfolio updated and organized so you can focus on delivering quality work.
Surface the details
Assign teammates as the owner for accountability and add client-level tags for helpful context.
Customize your view
Add or remove columns to surface the information that’s important to your workflows.
Edit records so your client list is always up to date and apply filters to work from a subset of clients.
Understand the state-of-play across all projects linked to a client
See rolled up project totals of the most important metrics to understand the big picture, all under one roof.
Spot the trends
Have a high level overview for the client so you know if things generally are tracking up (or down) at a moment’s glance.
No more cobbling together metrics from separate projects manually —totals across all projects are automatically calculated.
Jot down ad-hoc notes at the client-level so one-off callouts (like next meeting date or agenda items) are always documented.
Deep dive "must have" metrics for healthy and profitable projects
Pinpoint action items and make proactive adjustments to keep client projects and relationships trending in the right direction
Keep track of all projects profitability and how much of the budget has been used to foresee budgeting issues before they arise.
See the overall billable/unbillable time split for good margins & explore the health of all projects to know which need attention.
Have full transparency over the day-to-day details at the task and user level to know what to bring back to your team.
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