01
Create one record for every client
Centralize company and commercial relationship data before connecting it to a job.
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Client record
Ready for the final product capture.
Clients
Every client relationship connected with its projects
Bring companies, contacts, projects and communication together instead of relying on scattered information.
Explainer video space
Perfour / Costanera Norte
Clients
Total Budget
Gs 99.4M
Committed Cost
Gs 65.2M
Actual Cost
Gs 37.8M
Variance
+8.1%
Built for real jobs
Everything you can do with Clients.
Every capability belongs to the same operating record: simple to execute, clear to control and connected to the rest of Perfour.
02
Organize contacts and owners
Keep people, roles, phone numbers and email to know who to consult or inform at every stage.
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Client contacts
Ready for the final product capture.
03
Connect the client with its projects
Review which jobs belong to the same counterparty without searching separate systems.
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Client projects
Ready for the final product capture.
04
Preserve context in every conversation
Start conversations from the company and keep communication close to the commercial record.
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Client communication
Ready for the final product capture.
05
Update data without duplicating companies
Edit the shared record so teams work with consistent information and avoid duplicate contacts.
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Data management
Ready for the final product capture.
06
Turn scattered relationships into shared memory
The profile brings contacts, projects and activity together so the relationship does not depend on one person.
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Client history
Ready for the final product capture.
One connected system
Information continues wherever the job continues.
Clients records keep their relationships, owners, evidence and history as work moves into other modules.
Perfour / Clients
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