Clientr is an application focused on helping users keep better track of their clients and projects. Aimed at small businesses and teams of colleagues, Clientr offers a birds eye view of what’s going on with any client, at any time. The app divides all of a company’s business into three main sections—dashboard, deals, and clients. Within each section are sortable lists that colleagues can use to store contact information, update project statuses, and leave notes about what to expect when working with certain clients.
Small businesses that need a better way to manage clients can sign up with Clientr and start getting organized within a matter of minutes. From the dashboard page, you’ll see a list of everything that’s going on within your company. If you’ve logged on to see what’s going on with a particular client, head over to the client section to see everyone your company is currently working with. Underneath each client’s name is contact information, along with details about which projects they’ve commissioned. Click on the name of any of those projects and head over to the deals section, where you can get detailed information about all of your company’s projects and ongoing deals. Coworkers can leave status updates next to certain project names, as a way to let each other know about the latest developments or upcoming tasks that need to be handled, or check out the details tab to read even more information about the project or task.
Because Clientr features drag and drop functionality, lists can be sorted and rearranged as many times as you’d like. In addition, it’s easy to check out the history of any project to see all the updates that have been put into the system over time. For small groups looking for a simple way to communicate better when working together on projects and tasks, Clientr is an application that couldn’t be any easier to use.
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