Your client roster
Your whole book in one searchable list, and one page per person holding everything you have on them.
What you get
The short version
Search the entire roster from two characters — not just the rows already loaded — and filter by professional or personal, industry and tag.
Colour-coded tags, birthdays, and per-row shortcuts to chat, call, email, SMS and video.
Open anyone for their full profile: workspaces with key dates, briefs, open tasks, documents, past enquiries, review requests and their rewards balance.
Import a CSV of up to 5,000 rows. Duplicates merge instead of doubling up, a preview shows you row by row what will happen, and nobody is emailed or invited.
More features
The rest of the platform
Ready to see it in action?
Tell us who you are and we'll point you at the right starting place. Or watch a 2-minute walkthrough.