We’re introducing a complete client profile management system that gives users a 360° view of every client. This module helps teams track all client-related work, communication, and billing from one central place.

What this module will include:

Centralized client profiles
Each client will have a dedicated profile containing all essential information and history.

Task & project tracking
View all tasks and projects linked to a specific client in one timeline.

Activity & work sessions
Track work sessions, updates, and progress logs related to the client.

Invoices & payment history
Access all invoices, payment status, subscriptions, and billing records per client.

Client interaction timeline
See a complete activity feed of tasks, meetings, notes, and updates.

Quick access & navigation
Jump directly to any task, project, invoice, or session from the client profile.

Permission-based visibility
Control which team members can view or manage client data.