CRM
Unified Client CRM Hub
Centralize agency communication, contact directories, and project pipelines.
Keep your agency structured with a unified contacts directory, active client pipeline tracking, and project health metrics. Connect client profiles automatically to service scopes, tasks, and invoicing history to establish a clean source of truth.
Key Benefits & Features
Unified Account DirectoriesComplete profile overviews containing active scopes and files.
Lead Pipeline StatusVisual pipeline boards detailing client onboarding phases.
Instant Proposal AssociationSync contracts and rate sheets directly to company contacts.
Unified Communication TrailsLog communication status parameters automatically.
Frequently Asked Questions
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