01
A complete client record
Give the account team one place to understand the organization, people, active work, open requests and commercial terms.
- 01Organizations and contacts↗
- 02Projects and retainers↗
- 03Notes and decision history↗
CLIENT OS / RELATIONSHIPS AND COMMERCIAL CONTEXT
Keep every client relationship, request and commitment together.
Connect accounts, contacts, proposals, retainers, projects, approvals, invoices and communication context without exposing unrelated client work.
Start with Client OS↗0101
CLIENT RECORD
02360°
RELATIONSHIP VIEW
030
LOST REQUESTS
02
A controlled request path
Route incoming requests into triage, ownership, scope and delivery instead of letting them disappear inside messages.
- 01Request intake↗
- 02Priority and service level↗
- 03Approval and conversion to work↗
03
Client economics in context
Read collected cash, outstanding receivables, effort and contribution margin next to the delivery that created them.
- 01Billing and collections↗
- 02Scope change history↗
- 03Client-level margin↗
ONE WORKSPACE / CONNECTED OPERATIONS