Contacts & accounts
Keep the people and organisations you work with organised.
One connected record for every client.
Bring accounts, contacts, conversations, opportunities, support requests, tasks and invoices together around the relationship they belong to.
Client management, without the gaps.
Instead of searching across separate tools, keep the people, work and history around every client connected in one place.
Opportunities
See active sales work alongside the wider client history.
Tickets & tasks
Keep requests and follow-ups connected to the relationship.
Invoices
Keep billing activity visible with the rest of the account.
Know what happened before.
Every interaction adds to the relationship. ClientSphere keeps sales activity, support history, tasks and commercial context close enough for the next person to understand what came before.
Halcyon Foods
S
SalesRenewal opportunity open.
T
SupportBilling request resolved.
✓
TaskFollow-up due today.
$
InvoiceLatest invoice sent.
When ownership changes, the context stays.
Keep the history with the account so someone new can understand the relationship without reconstructing it from scratch.
01
Capture
Keep client and contact information organised.
02
Connect
Link the conversations and work around the client.
03
Continue
Give the next person the context they need.
04
Understand
See the whole relationship over time.
Give every client one shared history.
Keep the relationship, the work and the context around it connected.