A Connected View of Every Client Interaction, Deliverable, and Logged Hour
Client Journey Manager is a CRM package designed for businesses that need a complete and organized view of each customer relationship. It connects interactions, tasks, meetings, projects, deals, deliverables, and recorded time across the full client lifecycle.
The package includes a complete client timeline and capacity for up to 2,500 CRM records. Each timeline brings together relevant relationship activity, helping users review previous interactions, completed work, scheduled actions, and ongoing responsibilities from one central workspace.
Lifecycle stage management allows client records to be organized according to defined stages, from initial contact and qualification through active delivery and ongoing relationship management.
Project and deal linking connects commercial opportunities with the related client work, making it easier to view sales and delivery activity within the same relationship. Meeting and task history provides an organized record of scheduled and completed activities.
Billable and non-billable time can be recorded against selected clients, projects, deals, or tasks. Client activity insights provide a structured overview of recent interactions, lifecycle movement, open activities, and recorded work.
Workspace setup support is also included to assist with the initial configuration of lifecycle stages, record relationships, activity fields, time categories, and core workspace views.
What’s Included
✓ Full client timeline
✓ Up to 2,500 CRM records included in the package
✓ Lifecycle stage management
✓ Project and deal linking
✓ Meeting and task history
✓ Billable and non-billable time tracking
✓ Client activity insights
✓ Workspace setup support
Best For
Client Journey Manager is suitable for agencies, consultants, professional service providers, account management teams, and growing businesses that need to connect sales activity, client delivery, relationship history, and recorded time within one CRM workspace.
Important Notes
This package includes one client journey workspace and support for up to 2,500 CRM records. The client must provide the required CRM access, lifecycle stages, client information, project and deal structure, activity requirements, time categories, and workspace preferences needed for setup.
Client timelines, lifecycle stages, linked records, activity history, time-tracking fields, and insight views are configured using the information and materials provided by the client. Additional records, imports, pipelines, project structures, custom fields, reporting views, or configurations outside the listed package scope may be quoted separately.
