Remember every commitment you've made to clients
Client records connect contracts, services, projects, review dates and documents — so promises made are promises kept.
Is this a CRM?
No. Sales pipelines aren't the point. This tracks the obligations and commitments that exist after the sale: contracted services, review dates, renewal decisions and the documents behind them.
What client information is tracked?
- Contacts and ownership
- Linked contracts, projects and services
- Scheduled relationship reviews
- Related documents with expiry monitoring
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