Clients
Explore every Clients feature, learn each workflow step by step and find its video explanations.
All features
First understand what each capability solves. Then open its tutorial and visual explanation.
Create one record for every client
Centralize company and commercial relationship data before connecting it to a job.
View feature and tutorialOrganize contacts and owners
Keep people, roles, phone numbers and email to know who to consult or inform at every stage.
View feature and tutorialConnect the client with its projects
Review which jobs belong to the same counterparty without searching separate systems.
View feature and tutorialPreserve context in every conversation
Start conversations from the company and keep communication close to the commercial record.
View feature and tutorialUpdate data without duplicating companies
Edit the shared record so teams work with consistent information and avoid duplicate contacts.
View feature and tutorialTurn scattered relationships into shared memory
The profile brings contacts, projects and activity together so the relationship does not depend on one person.
View feature and tutorialModule tutorials
Concrete actions that take you from understanding the feature to using it on a job.
Explainer videos
Every video is tied to a feature and its tutorial instead of becoming isolated content.