A record your team can find
Keep contact and business details in the client directory. Search and filter records instead of asking a teammate which spreadsheet contains the latest information.
Client management for agenciesKeep the client context with the work.
Give your agency a shared place for client information, then follow the relationship into projects, commercial records, and the client portal.
Client directoryView full-size
What does client management include?
ClientCee's client management connects client records with the projects and commercial activity your agency manages. Use it to keep contact and business details findable, organise client work, and give authorised clients their own view through the portal.
Inside the feature
Client management, with the agency context.
Context beyond the contact
Open the relevant client context when organising projects, estimates, or invoices. Keep the relationship attached to the work that follows the initial agreement.
A considered client view
Use the client panel for information shared with the client. The agency's internal view and the client's view serve different responsibilities.
A practical workflow
From a record
to a clear next step.
Create a reliable client record
Check the business name, main contact, and billing information before using the record for active work.
Connect the engagement
Use the client when setting up the relevant project and commercial records, so the next person can identify the relationship.
Keep the handoff current
Review contact changes and portal access as the engagement develops, especially when the client's approver changes.
Useful when the account owner is away
A website client asks about an invoice while their usual contact is unavailable. With a consistent client record, another authorised teammate can find the relevant engagement and work out who should respond. That continuity depends on your team keeping the underlying details accurate.
One relationship, different responsibilities
The agency owner needs oversight, delivery needs project context, and the client needs the information shared with them. Start with the appropriate roles and client access instead of giving every participant the same view.
Common questions
A little more clarity.
Is client management the same as lead management?
Client management focuses on an established relationship and its work. Lead management organises opportunities and follow-ups before an engagement is agreed. ClientCee provides separate areas for those jobs.
Can clients log in to ClientCee?
ClientCee includes a dedicated client panel. Its available records and actions depend on the workspace's enabled modules, the client's relationship to those records, and access controls.
Does adding a client automatically create a project?
Treat the client record and project setup as separate decisions. Choose the relevant client when creating the engagement rather than assuming every new contact needs a delivery project.
Keep the work connected
See where this fits next.
Lead management
Keep enquiries, pipeline stages, and follow-up dates together, so your next client conversation starts with the right context.
Project management
Connect the engagement, the people doing the work, and the tasks that need attention, with a clearer view for your agency and its clients.
Client portal
Keep shared work, review requests, and commercial information within reach, with a client experience built around the relationship.