A project belongs to its client, a task to its project, and invoices, meetings and files to whatever is above them. So when you ask what happened with this client, the answer is one page, not five apps.
Open their record and you see their projects, invoices, meetings, files and conversations. Back to home
Clients
Clients
A file per client that holds their chats, tasks, documents and invoices instead of scattering them across the team's phones.
Client file
With Moshaar
ClientAl-Noor Co.
Chats12
Invoices3
OwnerReem
Client fileEverything that happened with your client on one page,
Everything that happened with your client on one page,
not in five places you stitch together yourself.
The client card with their details, tags and account owner, and under it their tabs: projects and cases, invoices and quotes, meetings, files and conversations. Open any tab to see what is in it.
Riyadh Press
TypeOrganisation
IndustryPrinting & packaging
Mobile+966 55 214 8802
Email[email protected]
VAT number3102458761000 03
Account ownerNoura
The tabs underneath are not a second copy of the data: they are the same projects, invoices, meetings and files, gathered here because they were tied to this client from the moment they were created.
⇥The tabs are not duplicated data — they are the same work, filed under its client
Why it stays coherentA client record is not a spreadsheet,
A client record is not a spreadsheet,
it is the trail the work leaves.
Nobody fills this page in by hand: every line on it is the result of work that happened in its own place — a project created, an invoice sent, a meeting held, a message received.
WhatsApp, Telegram and email arrive in the channels inbox and attach to the client, so the conversation no longer lives on the phone of an employee who travels or leaves.
And a message becomes a task or a client with one click, from that same inbox.Quotes, invoices and payments are created from inside their projects, so they appear in their record automatically. You know what came in and what is still owed without an end-of-month reconciliation.
And from an invoice you reach its project and its task. Tips
Four habits that make your client record write itself.
Pick the client on the project from day one
One field ties a project to its client, and tasks, files and invoices inherit that link automatically. Leaving it empty means collecting it all by hand two months later.
Give every client an account owner
When the team knows who owns the relationship, the client stops getting duplicate messages, everyone knows who answers — and the record stays complete if the owner travels.
Put their email and phone in their record, not in your notebook
From the record they get invited to meetings and sent invoices, so you never copy a number out of an old conversation again.
Attach their external channel to their record
The client's WhatsApp inside the platform means their conversation is part of their record: whoever has permission sees it, and it survives a change of staff.
Put Clients to work
Try it with your team and judge after the first hour.