{"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. The sales CRM (contacts, deals, pipeline) is planned and not available yet. 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?","Not yet. It is planned. Today PLYNTUM keeps client records, projects, time and money, and many teams keep a separate CRM for the pipeline."],["Can clients see their own records?","From Core, through a private, read-only portal link that you can revoke at any time."]]}