Search, filter, and sort
Search for a client and combine status, rating, and account owner filters. Sort columns, browse pages, and reset filters at any time.
Features
Clients
Directory, contacts, interactions, tickets, and finances: keep the client relationship in one record, from the first conversation to work delivery.
Clients
Client context stays connected to work
Find clients, contacts, conversations, and documents in one place. From the directory to the detailed record, every team keeps the information it needs within reach.
Organize
Your portfolio, from the right angle.
Find a client, qualify a relationship, and adapt the table to your team. Active and archived clients have their own views.
Choose your columns
Show the information you need and reorder it by dragging: identity, legal name, code, status, rating, tags, owner, terms, location, and creation date. The configuration is shared across the workspace.
Update clients together
Select clients, then apply a shared status, rating, or account owner. Choose which fields to change and which to keep.
Centralize
A record that gives you the context.
Bring together the information your team needs before work starts. The client's identity stays visible as you move between tabs.
See the client creation form
Qualify the relationship
Company name, prospect, active or inactive status, a five-star rating, and tags help describe each client.
Define the terms
Hourly rate, markup, payment deadline, and client code are together in the Details tab.
Assign an account owner
Link the account to a team member and keep a complete address for the work ahead.
Follow the relationship
Every conversation moves the work forward.
Keep interactions in the client's timeline and turn next steps into tickets. Context stays available for whoever takes over.
See the interaction types
Record the conversations
Note, call, email, meeting, or other interaction: choose the type, add an optional duration, and record the content.
Keep important reference points
Pin an interaction and find past conversations in the client's timeline.
Move to action
Create a ticket from the record and consult open tickets in the To do panel.
Connect work and revenue
Financial context, in the same record.
Consult the documents linked to a client and keep track of account value without losing the relationship context.
Linked documents
Find the client's quotes, invoices, and work documents in three distinct lists.
Account value
The side panel shows quote pipeline, invoice revenue, and work in progress amounts, with their counts.
Context stays visible
Contact details, qualification, and next actions remain alongside the financial information.
Find the right people
The right people, in the right place.
A company can have several contacts. Keep their details in the client record to quickly find the person you need.
Detailed contacts
Add each person's title, first and last name, role, phone number, and email address.
An easy list to maintain
Add and edit contacts from their dedicated tab instead of spreading them across separate files.
Contact details in context
The record summary shows the primary contact when provided, alongside the address and account owner.
Keep a trace
A relationship with a memory.
Conversations and changes serve different purposes. Activity keeps the relationship timeline; Audit lets you review the client's history.
Dated events
Consult the events recorded on the client, with dates and authors.
An organized directory
Archive a client from its record and find archived records in the directory's dedicated view.
Easier handovers
Recover account context, interactions, and history when another person takes over.
Import and export
Your data works with Excel, too.
Prepare your directory from an existing file or download clients to continue working in a spreadsheet.
A template to get started
Download a ready-to-fill Excel file to prepare your client information.
Import your directory
Import clients from an .xlsx or .xls file through the Excel menu.
Export a segment
Download all clients from the active or archived view in an Excel file.
Clients
Concrete benefits
Less searching. More continuity.
Shared context
The team finds the same client information.
Structured follow-up
Conversations and next steps stay attached to the account.
Financial visibility
Work and financial documents stay connected to the relationship.
Accessible history
The history helps people resume work and hand it over.
FAQ
Your questions, answered.
What does a client record contain?
It brings together identity, status, rating, tags, and account owner. Five tabs organize activity, finances, contacts, details, and audit. Side panels show open tickets and client value.
Can calls and meetings be tracked?
Yes. Record a note, call, email, meeting, or other interaction, add its duration, and pin it. This records the conversation in the client's file.
Can several clients be updated together?
Yes. Selecting clients in the table lets you apply a status, rating, or account owner to several clients in one operation.
Are column settings shared?
Yes. Visible columns and their order apply across the workspace.
Can clients be imported and exported?
The Excel menu offers a template, .xlsx or .xls import, and export of all clients in the active or archived segment.
Let's talk about your needs.
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