ERP Workspace
Client management
Track client accounts, ownership, onboarding state, and communication from one interface.
Total clients
84
Active retainers
31
New onboarding
7
Accounts
Client overview
Atlas Trading Co.
Owner: Sarah Khan
atlas@example.comContact readyActive
Northgrid Retail
Owner: Daniel Reed
northgrid@example.comContact readyOnboarding
BluePeak Logistics
Owner: Maria Lopez
bluepeak@example.comContact readyActive
Crescent Health
Owner: Jamal Carter
crescent@example.comContact readyPending