Product · Customers
Critical context gets fragmented when notes, contact details, and delivery updates live in separate tools. Bring relationship data and project reality together so account decisions stay grounded in what is actually happening.
Customer since 2024
High profitability
Strong performance: 15% profit growth, 20% faster delivery. Opportunities to expand with current capacity.
Website redesign
In progress - 60%
Mobile app
Planning phase - 20%
Corporate strategy
Negotiation
Rebrand 2028
Proposal sent
John Smith
CEO
Sarah Johnson
Technical lead
01 · Shared customer records
Customer management UI - replace with supplied asset
670 × 420
Keep contacts, roles, billing details, and ownership in one place so teams stop maintaining private versions. When customer data changes, delivery, finance, and leadership see the same source immediately.
02 · Activity timeline
Customer management UI - replace with supplied asset
670 × 420
Capture meetings, decisions, and key events in a chronological thread tied to the customer. New team members ramp faster, and recurring issues are easier to spot before they escalate.
03 · Project relationship mapping
Customer management UI - replace with supplied asset
670 × 420
See which projects, invoices, and time entries sit behind each account. Customer health discussions move from anecdotal updates to concrete delivery and margin signals.
04 · Notes and handoffs
Customer management UI - replace with supplied asset
670 × 420
Document customer-specific constraints, preferences, and next steps where everyone can use them. Sales to delivery handoffs become cleaner, and support questions get answered with context, not guesswork.
Board, list, and timeline views with milestones, dependencies, and templates.
Live margin by client, project, and team, with invoices that flow to your bookkeeping.
Deals convert to projects, with pipeline, delivery, and profitability per customer.
Timers, one-click logging, and approvals, with every hour priced into project financials.
