Client Groups
Client group management for related businesses and accounts.
Many clients come as families — a parent company and its subsidiaries, a founder with three ventures. Turia One groups related clients so you see the whole relationship, bill it sensibly and assign one owner across it.
- Parent and child client relationships
- Consolidated view of work and billing
- One relationship owner across the group
Group · Orbit Holdings
4 CLIENTS37
Open tasks across the group
- Orbit Labs 14 tasks
- Orbit Retail 9 tasks
- Orbit Foundation 6 tasks
- Orbit Ventures 8 tasks
- Relationship owner Meera
Clients
4
Unbilled
₹2.1L
Group value
₹46L
Unlimited
Clients per group
1 owner
Accountable for the relationship
Rolled up
Revenue and effort by group
Capabilities
What Client Groups actually does for you.
Group hierarchies
Link parent and child clients in a clear structure.
Consolidated dashboards
See work, files and billing across the group.
Relationship owners
One person accountable for the whole relationship.
Group billing
Invoice per client or consolidate across the group.
Shared contacts
Contacts who span entities are stored once.
Group reports
Revenue and effort rolled up by group.
How it runs
Four steps, and then it looks after itself.
Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.
- 1
Create
Make a group and add related clients.
- 2
Assign
Pick the relationship owner.
- 3
Manage
Work across entities from one view.
- 4
Report
See value and effort for the whole relationship.
FAQ
Client Groups, answered
Still unsure whether it fits how your team actually works? Ask us the awkward version of the question — we would rather answer it now than after you have migrated.
Talk to us Can a client be in more than one group?
A client belongs to one group, keeping reporting clean.
Can we bill the group as one?
Yes. Invoice per entity or consolidate across the group.
Do groups affect permissions?
You can grant access to a whole group in one step.
Is this available on every plan?
Yes. All features are included on every plan.
Put Client Groups to work this week.
Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.
No credit card required · Setup in under 10 minutes · Cancel anytime