Client management
CROVANCE Relay
A lightweight client and project relationship workspace.
Concept
Conceptual interface with sample data. This product is not yet available.
Overview
Concept for a lightweight client management product, planned as a SaaS offering. Not yet available.
What it does
- 01
Unified client record
Contacts, conversations and project status in one view.
- 02
Pipeline tracking
Follow enquiries from first contact to delivery.
- 03
Simple reporting
See what is moving and what is stuck.
Benefits
- One source of truth for client work
- Faster follow-up
- Less spreadsheet maintenance
Target users
- Consultancies
- Studios and agencies
- Professional services firms
Use cases
- Enquiry pipeline
- Account handover
- Project status updates
Technical capabilities
- Multi-user workspaces
- Audit trail
- Data export
Interested in CROVANCE Relay?
Tell us about your use case. We will share what is planned and what is realistic.
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