Account history
Keep the relationship around every opportunity visible.
Sell with the whole relationship in view.
A sales CRM for contacts, companies and opportunities — managed alongside the conversations, support activity and account history that shape every deal.
A sales pipeline where you know exactly where every opportunity stands.
Track opportunities from early conversation through close without losing the account behind the deal. Keep stage, ownership and next steps close to the client history that gives them meaning.
Pipeline
Open24
Due today7
Active accounts18
The deal is only part of the story.
Before the next conversation, see what has already happened around the account — including support activity, tasks, invoices and previous interactions.
Support activity
Know when an open issue may affect the next sales conversation.
Commercial context
Keep invoicing and other account activity close to the deal.
Today
1
Follow up with Northstar LabsLinked to renewal opportunity.
2
Review Halcyon accountSupport issue resolved yesterday.
3
Send proposal to Kite & Co.Opportunity moved to review.
Keep the next step attached to the relationship.
Turn conversations and decisions into tasks that stay connected to the account or opportunity they came from. See what is due, what is waiting and who owns the follow-up.
Win the client without losing the context after close.
When a deal moves forward, ClientSphere keeps the history available to the people who continue the relationship.
01
Contact
Start with the people and company.
02
Opportunity
Manage the deal and its next steps.
03
Client
Keep account activity connected after close.
04
Support
Carry the relationship context into service.
Give every deal more context.
Manage the opportunity and the relationship around it from the same workspace.