Client Contacts

Manage the people behind each client engagement. Every client workspace supports multiple contacts — so you can keep track of everyone involved, from decision-makers to day-to-day collaborators.

Each contact holds essential details like name, email, phone, and role, giving you quick access to the right person without digging through emails or spreadsheets.

• Multiple contacts per client workspace

• Key info at a glance — name, role, email, phone

• Organized within the client context where you already work

Simple, structured, and always one click away.