Client CRM
Everything you know
about a client, in one place.
Not a sales CRM with a pipeline you'll never fill in. A record of who you deal with, what you run for them, and where the keys are kept — attached to the boards doing the work.
The people
Contacts with roles, emails and phone numbers, marked by whose side they sit on and which one is the primary. No more digging through email for the right name.
The services
What you actually run for them, each linked to the board delivering it, with the dates it started and ended. Live, planned, paused or finished.
The accounts
Social handles and profile links, with a note of who manages each one — you, them, or both. The question that always comes up at handover.
Where the logins live
A record of which vault holds each credential and who has it — "1Password · Clients vault". The pointer, never the password. There is no password field in our database.
Tied to the work
A client is not an island. Their services point at boards, their boards carry tracked time, and that time becomes their invoice.
And the history
Hours logged, invoices raised, what has been paid. The whole relationship on one page instead of across four tools.
What this is not
Worth knowing before you switch, rather than after.
- —There is no sales pipeline, deal stages or forecasting — this is a record of clients you have, not leads you are chasing.
- —No email sync or inbox integration. Conversations live where they already live.
- —We store where a credential is kept, not the credential. Keep using your password manager.
Start with one client
Add a client, point a board at them, and the rest of the loop follows — tracked time, invoices, payments, margin.
Free forever plan · no credit card to sign up