One client record
Keep accounts, contacts and the activity around them organised in one place.
The whole client relationship, in one place.
ClientSphere brings sales, support and client conversations together, giving your team the context to understand every client and know what needs to happen next.
One workspace for the people, conversations and work around every client.
Built around the client — not around separate tools.
Everything your team knows about a client. Together.
Contacts. Conversations. Deals. Support requests. Tasks. Invoices. ClientSphere is a CRM that connects them around the client, so your team can see the relationship as a whole.
One shared history
Know what happened before, whether it happened in sales or support.
One place to work
Manage the opportunities, requests and next steps that keep the relationship moving.
More than a pipeline. The context behind every deal.
Manage contacts, companies and opportunities alongside the conversations and activity that got them there. See where every deal stands, what has happened with the account and what your team needs to do next.
Explore Sales →Pipeline overview
Open opportunities24
Follow-ups due7
Accounts active18
Support request · Halcyon Foods
1
Previous requestBilling issue resolved last month.
2
Open opportunityRenewal discussion is currently active.
3
Next taskAccount owner follow-up due today.
Start every response with the full story.
See previous conversations, account activity and open issues alongside each support request, so the person responding doesn’t have to search for the story first.
Explore Support →The relationship doesn’t reset when the work changes hands.
ClientSphere keeps context connected through every handoff, so the next person can pick up where the last person stopped.
01 · Lead
A conversation starts
Keep the contact, company and early conversations together.
02 · Deal
An opportunity develops
Manage the pipeline without separating it from the account history.
03 · Client
The relationship continues
Tasks, invoices and account activity remain visible after the sale.
04 · Support
A request comes in
Respond with the context of everything that came before.
Catch up without digging through everything.
ClientSphere helps your team make sense of the information already around each client. Your team stays in control of what happens next.
Summarise what matters.
Get the important context from conversations and account activity without reading through every interaction.
See what may need attention next.
Surface relevant details and useful next steps based on what is already happening around the client.
Keep every next step connected.
ClientSphere keeps the operational work around each relationship visible without creating another disconnected system.
Tasks
Turn conversations and decisions into clear next actions.
Invoices
Keep billing activity visible alongside the client relationship.
Knowledge
Give support teams a shared reference point for recurring questions.
Reporting
See what is moving across sales, support and client activity.
Keep the whole client relationship in view.
Give sales and support one place to understand the client, continue the conversation and move the relationship forward.