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Features
Treat clients as companies with contacts, notes, and account pulse beside the projects you run for them.
In practice
Clients are companies, not just login emails. Contacts, notes, and activity sit beside projects. Account pulse answers what is waiting on the client, what is burning budget, and who went quiet, without hunting every board.
A company is more than a login email. Contacts, notes, pulse, and linked projects live together so waiting work, burn, and quiet accounts show up before the week slips.
What stands out when this becomes part of how you run client work.
Companies with contacts and status
Account pulse: waiting, burn, quiet signals
Links to projects, tickets, and deals
CRM sits next to delivery. You open a company and see people, pulse, and linked work without jumping tools.
Create or open a company, add contacts, and keep notes where the account lives.
Link projects, tickets, and deals so commercial and delivery context share one company record.
Use account pulse to spot waiting work, budget burn, and quiet clients before the week slips.
Invite client people from People & access when they need portal login, still scoped to that company.
Create an account, invite your team and clients, and you’re live, with no DevOps side quest. Updates, uptime, and the portal stay on us so you can stay on the work that pays.