Clients View

Internal client relationship health across projects, services, support state, finance state, and risks.

Filter by health, service, support, finance, or last activity

Client records

Business relationships, not address-book contacts.

Digital systems · 4 active project(s) · OS, Store, Marketing

Education · 2 active project(s) · Hosting, Database, Storage

Restaurants · 1 active project(s) · Admin, Tablet, Kitchen

Logistics · 1 active project(s) · Requirements

Relationships that require follow-up or explicit scope clarification.

Implementation · Product owner

Discovery questions · Stakeholder