Client Management
Keep every clientconversation moving.
Organise client details, track their progress, and keep notes and follow-up dates in one workspace, so you know who needs your attention next.
Know your client
Every conversation starts with context.
Client details, requirements, preferences, tags and notes live in one record, so you never have to ask the same question twice.
- Contact details
- Requirements and preferences
- Tags
- Notes from every call
Naya Phase 3
UH WestTrack progress
See where every relationship stands.
Move clients through pipeline stages as they progress. Each change is kept in the stage history, so you can see how a relationship has moved.
- Pipeline stages
- Stage history
- Filter by stage
- Search every client
Stay on top of follow-up
Know who needs you next.
Give every client a next follow-up date. Overdue and due-today follow-ups come first, and filters show the clients who need your attention.
- Next follow-up dates
- Overdue view
- Due today
- Filters by stage
Connect presentations to people
Offers that live in the client's record.
Create a sales offer for a client and it sits in their record. When they open it, you see it beside your notes and next follow-up.
- Client-specific offers
- When they open it
- What they read
- One record per client
Sample walkthrough
One client, from brief to follow-up.
Click through four moments with a sample client and see how her record keeps up.
Step 1 of 4
Frequently asked questions
Know who needs your attention next.
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