{"compare":false,"blog":false,"article":false,"page":{"title":"Client management","lead":"In a delivery business, client management means keeping what was agreed with a client next to the work done for them: agreements, requests, projects, approvals and history. It starts where a sales CRM stops, after the deal is won.","sections":[{"heading":"Client management vs a sales CRM","html":"<table><thead><tr><th scope=\"col\"></th><th scope=\"col\">Sales CRM</th><th scope=\"col\">Client management</th></tr></thead><tbody><tr><td>Starts</td><td>At the first contact</td><td>When work is agreed</td></tr><tr><td>Main record</td><td>Deal and pipeline stage</td><td>Client, its projects and its money</td></tr><tr><td>Question it answers</td><td>Will they buy?</td><td>What did we promise, what have we done, what do they owe?</td></tr></tbody></table>"},{"heading":"What a client record should hold","html":"<ul><li>Contacts and the agreement: scope, fee, retainer terms.</li><li>Projects and open tasks.</li><li>Changes agreed after the start, and what was decided about each.</li><li>Hours worked and the cost of the work.</li><li>Invoices, payments and the balance still due.</li></ul>"},{"heading":"How PLYNTUM handles it","html":"<p>On every plan, the client record connects to its projects, retainer fee and deliverables, logged time, invoices, expenses and payments, so a new teammate can see what was agreed without searching email and chat. From Core, a private, read-only portal link shows the client their active retainer, projects, deliverables, recent invoices and payments, and the amount unpaid or overdue. PLYNTUM CRM core is released for eligible workspace users; plan, role and permission limits apply. See <a href=\"{{route:client-and-project-management}}\">client and project management</a>.</p><p>See also <a href=\"{{route:platform/clients}}\">client records in PLYNTUM</a>, the <a href=\"{{route:platform/client-portal}}\">client portal</a>, <a href=\"{{route:glossary/retainer}}\">retainer</a> and <a href=\"{{route:glossary}}\">all terms in the glossary</a>.</p>"}]},"faq":[["Is client management the same as CRM?","No. A CRM tracks prospects and deals; client management covers the delivery relationship after the sale. Many firms need both."],["Does PLYNTUM have a CRM?","Yes. CRM core covers contacts, organizations, opportunities and manual follow-ups. Access depends on the current workspace plan, eligible role, active membership and CRM permissions. Core adds internal proposal drafts and permitted won-deal handoff; integrations, inbox and AI have separate rollout."],["Can clients see their own records?","From Core, through a private, read-only portal link that you can revoke at any time."]]}