A familiar contact record
Keep the client’s name and contact details together, then link the record to a project.
Clients
Keep client details and project needs together.
Start the next conversation with the right details at hand. Connect client contacts, private notes and project needs to the work you are managing.
Free beta · Access by invitation
Made for the way projects unfold
Notes for your own work
Record useful context privately, without putting it into client reports.
A clearer design brief
For client-budget projects, collect preferences through a questionnaire and review the answers before applying them.
From a client contact to a clearer brief
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Add the client
Save the contact details and link the client to the project.
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Keep the context
Add private notes and, for a client-budget project, create a questionnaire link.
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Review the responses
Send the link yourself, review the answers and apply them to project notes when ready.
A few useful details
- Does adding a client give them workspace access?
- No. A client contact is your record, not a login account. You share prepared reports or a questionnaire link separately.
- Do questionnaire answers change the budget?
- No. Applying responses updates project and line notes. You review any scope or budget changes separately. Questionnaire links expire and can be revoked.
Keep the project connected
Keep the next client conversation focused
Explore client records in the sample and see how they connect to the project.
Free beta · Access by invitation