Access a searchable client directory with advanced filters (status, location, spend tier). Bulk-edit profiles, sync with CRM tools, and monitor client health scores. Export/import CSV data or integrate with Salesforce/Zapier for unified operations and a 360-degree client view.
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Instantly view key metrics: YTD spend, overdue invoices, project history, and communication logs. Track client-specific KPIs, document sharing activity, and preferred payment methods. Set custom alerts for contract renewals or budget thresholds to stay proactive.
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Track payments, invoices, and credits with drill-down filters (date, amount, currency). Auto-match transactions to projects, flag discrepancies, and generate client-specific financial summaries. Mobile-friendly view for on-the-go updates, ensuring you're always informed.
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Build tailored profiles with custom attributes: industry verticals, client tiering, project tags, or SLA terms. Create dynamic client segments (e.g., 'High-Value EMEA Clients') for targeted communication and reporting, maximizing your outreach.
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Invoice clients in 140+ currencies with auto-updated exchange rates. Set client-specific currency preferences, track FX gains/losses, and comply with international tax regulations. Reconcile multi-currency accounts in real time, simplifying global transactions.
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Migrate client data from spreadsheets or legacy systems using smart field matching. Cleanse duplicates, validate addresses/VAT IDs, and auto-assign client categories during import. Schedule CSV syncing for recurring updates, ensuring your data is always accurate.
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