Unified Client Command Center
Stop Losing Track of What Clients Actually Need
Client information scattered across tools is client information that gets lost. One view for everything—profiles, history, billing, processes, communications.
Custom Profile Builder
Every agency is different. Build client profiles that capture exactly what you need—custom fields, layouts, and sections tailored to your workflow.
- Drag-and-drop profile builder
- Custom field types
- Conditional field visibility
- Section organization
[PLACEHOLDER: Screenshot of client profile builder]
Health Metrics & Scoring
At-a-glance client health based on engagement, payment history, process completion, and custom criteria. Spot at-risk clients before they churn.
- Configurable health factors
- Automatic scoring
- Risk alerts
- Trend tracking
[PLACEHOLDER: Screenshot of client health dashboard]
Activity Feeds & History
Everything that happened with a client in one timeline. Process updates, communications, billing events, notes—full context without hunting through tools.
- Unified activity timeline
- Filterable by type
- Team collaboration notes
- Audit history
[PLACEHOLDER: Screenshot of client activity feed]
Billing Integration
See outstanding balances, payment history, and invoice status right from the client view. No switching to a separate billing system.
- Balance overview
- Payment history
- Invoice status
- Payment method management
[PLACEHOLDER: Screenshot of client billing overview]
Key Capabilities
Multi-Contact Support
Track multiple contacts per client with roles, permissions, and communication preferences.
Process Tracking
See all active and historical processes for a client. Know exactly where every piece of work stands.
Stop Losing Clients to Poor Communication
Every missed detail is a chance for your client to feel forgotten. Centralize everything.
No credit card required