Client Management Software

Client Manager

For professionals who manage multiple clients. A platform that includes an AI dataset with information and other functions you need to help your client.

Powerful AI Assistant with custom AI dataset

Build your own AI-compatible dataset using information sources you trust

Personalised Client Management

Individual account for each client
Private notes folder for secure information

All-In-One Communication Tool

Audio, text and video communication
All exchanges stored on the platform for easy reference

Client Progress Tracker

Step by step journey tracker to monitor client progress
Maintains continuity in client relationships

Easy Account Transfer

If a team member leaves, a client account can easily be transferred to another team member