FOR HAPPIER CLIENTS
Our Clients feature is a powerful tool that empowers you to create customized workspaces exclusively for your clients. Seamlessly communicate, assign tasks, write notes, and effortlessly track all ongoing work within these dedicated spaces. Enjoy streamlined collaboration, enhanced organization, and a comprehensive view of your client projects, ensuring exceptional client management and project success.
Take advantage of the Clients feature to strengthen client satisfaction, improve project outcomes, and maximize your overall efficiency in serving your clients. More clients for longer!
Your entire team and clients in the same place.
Build a custom workspace for your clients.
Invoice your clients in over +100 currencies and with more than 12 payment methods.
Keep track of the work you do with your clients.
Create contracts, SOPs and onboarding flows all in the same place.
Price protection–get the best deal, always
Boost your productivity and accomplish more in less time. Streamline your workflow, prioritize tasks effectively, and maximize efficiency. With optimized time management, you can focus on what truly matters and achieve your goals with greater speed and effectiveness.
Get an up-to-the-minute snapshot of your progress with a real-time overview. Stay in the know, make informed decisions, and effortlessly track your success. Stay in control and achieve your clients' goals with confidence and clarity.
Foster strong relationships, provide exceptional support, and exceed expectations. With seamless communication and timely interactions, you can build trust, gain valuable insights, and deliver personalized experiences that keep your customers engaged and loyal.
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All your operations in one place. Easy to use. Client friendly. Save money from day one.
We have answered below the most common questions about our client feature.
The Clients feature is a powerful tool that allows users to create custom workspaces dedicated to their clients. Within these workspaces, users can engage in seamless communication, assign tasks, write notes, and effortlessly track all ongoing work for each client.
The Clients feature offers numerous benefits, including the ability to centralize client-related activities in one organized workspace. It facilitates efficient collaboration, keeps you on top of tasks, promotes clear communication, and provides a comprehensive overview of all the work being done for each client.
Creating a client workspace is simple. Within the platform, navigate to the Clients section, and click on the "Create New Client" button. From there, you can enter the client's name and set up the space according to your preferences.
Once you have created a client workspace, you can perform various actions. You can engage in real-time chat conversations with your clients, assign tasks to team members or yourself, write and save notes related to the client's project, and keep track of the progress being made.
Absolutely! Each client workspace is fully customizable to cater to your specific needs. You can personalize the workspace by adding relevant project details, uploading relevant files, and organizing the workspace in a way that suits your workflo
Yes, you have the option to invite clients to access the workspace. You can provide them with secure login credentials, allowing them to participate in discussions, view assigned tasks, and stay updated on the progress of their project.
Yes, the Clients feature is accessible on both web and mobile platforms. You can conveniently manage client workspaces, communicate with clients, assign tasks, and track progress on the go using our mobile app.
We prioritize the security and privacy of your data. Our platform employs robust security measures to safeguard your client workspaces, including encryption, secure access controls, and regular data backups. You can trust that your client's information and project details are protected.