Product / Client Directory
All your client context in one place
Every client, every contact, every engagement, every note. Structured, searchable, and always up to date.
See everything about a client at a glance
One screen gives the full picture without switching tools.
- Company details
Registration numbers, TIN, industry, addresses, and key dates — everything you need before a meeting.
- Contact information
Client contacts, roles, details, and latest interaction dates.
- Engagement history
Full engagement history with timeline, team, and outcomes.
- Important notes
Internal notes, risk flags, and relationship context before work starts.
Client profile
Savanna Health Services Ltd
Open jobs
6
Contacts
12
Risk
Low
FY2026 Statutory Audit
In progressQ1 PAYE Review
In progressVAT Advisory - Expansion
In progressSavanna Health Services Ltd
2 active engagements
Savanna Diagnostics
1 advisory engagement
Savanna Medical Supplies
VAT filing due in 6 days
Find any client instantly
Search, filter, and segment your entire client base. Get to the right client in seconds, not minutes.
- Quick search
Search by client name, TIN, or contact and get instant results.
- Filter by industry
Filter by industry to segment your portfolio in seconds.
- Active engagements view
See active work, stage, and ownership by client.
Stop relying on who knows the client
Client knowledge should live in the system, not in individual memory.
Onboard new team members faster
New hires get full client context on day one.
Reassign work seamlessly
When work is reassigned, context moves with it.
Spot cross-sell opportunities
See service coverage per client and identify expansion opportunities.
Plan capacity better
Plan team allocation from real client workload.
Turn client relationships into structured knowledge
See how a centralized client directory improves day-to-day execution.