A client management platform for teams
to more effectively manage their clients

The first tool that doesn't require your clients to create an account

collaborate Collaborate
common inbox Common Inbox
custom branding Custom Branding
templeds Templates
client approvals Approvals
analytics Analytics

Collaborate

Effortlessly share conversations with your team

Inboxes can be black holes. For better or for worse, everyone drops the ball on email conversations. Consolidated team threads prevent inbox black holes.

client conversations
close a thread

Open/Close Threads

When a conversation comes to a conclusion, close it out.

Assign conversations to teammates

Every conversation should have one team member held responsible.

add a note

Add Internal Notes

Teammates can leave notes on threads, projects, and clients.

custom branding

Custom Branding

Your brand comes first

You work hard to build relationships with clients. Custom branding reduces the distractions that most tools create. Look as good as you are.

Message Templates

Build processes by templating communications

  • Onboarding
  • Status Updates
  • Invoices
  • Feature Requests
saved templates

Request Approvals

Automate Your Approval Workflow

on-the-record approvals

On-the-Record Approvals

Approval requests and confirmations are recorded automatically.

approvals via email

Actionable via Email

Approvals are delivered via email and can be confirmed from the inbox.

track late approvals

Track Late Approvals

An approval's due date eliminate clients from slowing down the project.

Analytics

Identify clients who need a nudge

Get a glimpse into your client's engagement level by knowing when they open the messages and approvals you send. What's more, know when they click the links included in those emails.

message analytics

Message Analytics

Get insight into which client contacts open your messages and when.

client statistics

Always know which client needs a response

Part of a excellent client experience is timely responses. Don't accidentally leave a client out to dry.