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Client Management

Easily group and manage all project metrics related to clients as a single entity.

client project management

Client Management

Internal or external customers

Manage customers, vendors, fund sources, service partners or internal departments using the client entity.

Consolidated client view

Leverage actionable insights with a consolidated view of all client-specific projects and engagements.

Profitability metrics

Access real-time metrics like costs, billing, profitability, and more to better assess your client relationships.

Client delivery

Bring transparency into project delivery by providing visibility to clients into what work is being done through configurable reports and views.

Streamline client processes

Streamline costing, billing and consolidation processes w.r.t clients.

client management software

Our Professional Services Automation platform meets all your business needs.

Configurable

Integrations

Scalable

Mobile

Analytics

Secure Cloud

Global

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