Client Success

Client Management

Track every client from onboarding to offboarding with contracts, retainers, health scores and a 20-step onboarding checklist. Your account managers always know what is happening.

Start free trial Book a demo
Free 14-day trial 15-min setup No credit card

Why agencies choose Client Management

Everything you need to run this part of your agency — without the busywork.

20-step onboarding checklists

Client health scores with reasons

Contracts, retainers & GST details

Client portal with approvals & requests

System folders for every client

20 onboarding steps automated
9 client detail tabs
100% portal-ready clients

From signed to delivered in days, not weeks

The first 30 days decide the next 3 years of a client relationship. Task365 gives you a proven 20-step onboarding checklist, contract and retainer tracking, and a health score so every account manager knows exactly where each client stands.

Assign onboarding steps to teammates with due dates
Track retainers, contracts and renewal dates automatically
Give clients a branded portal with approvals and requests
Client Management · Task365
20-step onboarding checklists
Client health scores with reasons
Contracts, retainers & GST details
Client portal with approvals & requests
Live

Works with your stack

Lead365 · BikriBook · Razorpay · Slack · Teams · Google Calendar · Meet · Meta Ads

Frequently asked questions

Every new client gets a 20-step checklist (welcome email, brand assets, Meta/Google/GA4 access, kickoff call, KPIs…). Assign each step to a teammate with a due date and track progress live.
Yes - the optional client portal gives clients their own login with projects, shared reports, approvals, invoices and requests. They only ever see their own company data.
A green/yellow/red flag you set per client, with a reason, so the whole team instantly knows which accounts need attention.

Explore more features

Projects & Tasks

Kanban boards, recurring tasks, approvals, time tracking and workload views.
Leads & CRM

Pipeline, Lead365 sync, Meta Ads capture, proposals and win/loss tracking.
Finance & Invoicing

BikriBook sync, GST invoices, expenses and per-client profitability.
Reporting

Weekly/monthly client reports with auto-calculated metrics and PDFs.
Automation

No-code rules: notifications, task creation and follow-ups on autopilot.

Try Client Management free for 14 days

Every feature, every plan, no credit card required.

Start free trial
Log in Start free trial