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Client management

Records, onboarding and documents after the sale. One record for each client — the people, the work, the files and every conversation — that your team and Penny work from.

See what connects

The client record

Everything about one client, in one place

Harbour Finance
Client since October
Contacts
2
Projects
Website redesign
Documents
3
Last email
Today

Onboarding

Dated steps from a template

Onboarding
Website redesign
Kick-off call
Day 1
Brand questionnaire
Day 3
Sitemap review
Day 7

Client records

Contacts, contributors, projects, tasks, documents and a timeline of every email and meeting.

Onboarding templates

Steps due days after the start, steps that wait for a stage or a client’s answer. Build once, reuse for every client.

Client work

Tasks across every client on one board or list, with an overview of what needs attention.

Documents and visibility

Upload to the record and choose, file by file, what the client sees in their portal.

The record feeds the portal

Choose what your client sees. The rest stays yours.

Every client portal is opened from the client record. Tasks, files and updates stay private until you make them visible, and you can preview the portal as the client before sending the link.

Client portals

Visible to client
You choose
Brand guidelines.pdf
Kick-off notes
Internal estimate

How it works

From a won deal to a running client.

New client
From a won deal
Harbour Finance
Website redesign
Set up client

Start from a deal or a contact

Convert a contact, or let a won deal set the client up with the onboarding template you pick.

Checklist sent
Harbour Finance
Brand questionnaire
Waiting for the client
Sitemap review
Waits for their answer

Send the checklist

Questionnaires and checklists go to the client. Their answers land on the record and release the steps that wait on them.

Client work
This week
Sitemap review
Harbour Finance
Copy deck
Junction Dental

Keep the work in view

Client tasks sit on one board across every client, with an overview counting what needs attention.

A few things about client management

Yes. Client Services is part of Pro and Team, and we switch it on for you during setup.

No. Time can be logged on tasks, but nothing is billed or exported. There is no invoicing, no proposals, no e-signature and no budgets — keep your accounting tools for those.

A client record holds the company, its contacts, and the people on your side who work on it.

Stack sets the client up from the onboarding template you choose — contacts carried across, the checklist started, the first tasks dated from day one.

Yes. Archiving shows you what it affects first, and an archived client can be restored later.

The portal is part of it. Every client record can open a portal — a page of their own with the progress, files and messages you choose to show.