Contacts
Add as many clients and contacts as your company needs, along with personalized details for each one.
Free Client and Contractor Access
Never forget about a client’s unique needs and information thanks to an easy-to-use, all-in-one tool that gives unlimited client and contractor access. Staff access is based on seat licenses. More information can be found on our pricing page.
Activity and Performance Insights
Find out a client’s workload by hours tracked and billable time in a matter of seconds. By viewing insights on past and current projects for each contact, your team will know what to expect and be more prepared for the workload ahead.
This view gives managers all the insights they need to look at staff performance and clients, as well.