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Released August 3, 2026

A client CRM, built around what agencies actually need to remember

Clients are now more than a name on an invoice. Each one carries the people you deal with, the services you run for them, their social accounts and — the part we thought hardest about — a record of where their logins are kept. That last one stores a pointer, never a secret: there is no password field in the schema, in the API, or in the form, and there must never be one.

What changed

  • NewClient lifecycle: lead, active, paused, former.
  • NewFour collections per client — people (with roles and a primary contact), socials (with who manages each), services (linked to the board delivering them), and access.
  • NewAccess records store where a credential lives ("1Password · Clients vault") and who holds it. Never the credential.
  • NewClient detail pages with a full activity and time view.

More on the way. See what's next on the roadmap.

See the roadmap