Client Management

Client management software with one record for everything.

Client context scattered across inboxes, drives and chats slows every job. Turia One keeps contacts, services, tasks, files, conversations and invoices on one client record — so anyone on the team can serve any client, fast.

Contacts, work, files and invoices in one place
Full timeline of every interaction
Bulk import from CSV

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Client · Brightlane

ACTIVE

Open tasks across 3 services

Website retainer Monthly
SEO sprint In progress
Brand guidelines Review
Last invoice · INV-2418 Paid
Last contact · WhatsApp 2h ago

Contacts

Files

Lifetime value

₹18.6L

Unlimited

Clients on every plan

1 record

For contacts, work and money

CSV

Bulk import in one pass

Capabilities

What Client Management actually does for you.

Single client record

Everything about a client, one click away.

Activity timeline

Emails, chats, tasks and invoices in chronological order.

Services and retainers

Track what each client buys and how often.

Files and folders

Client documents organised and permissioned.

Custom fields

Capture the details your business actually needs.

Bulk import

Bring your whole client list in by CSV.

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
Add

Create a client or convert a won lead.
2
Configure

Attach services, contacts and owners.
3
Serve

Tasks, messages and files collect on the record.
4
Grow

See history and value when it is time to upsell.

Who it’s for

Client Management for your team

All teams

Consulting Firms

Engagements, utilisation and billing for advisory and consulting teams.

Professional Services

Recurring client work, deadlines and billing for any service business.

HR & Staffing

Placements, attendance and payroll for staffing and HR services firms.

Architecture & Design Studios

Projects, drawings, site visits and fees for design-led studios.

FAQ

Client Management, 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

Is there a limit on clients?

No. Every plan includes unlimited clients.

Can we add custom fields?

Yes. Add fields for anything your business tracks.

Can clients log in?

Client sharing is controlled per record; communication runs through email and WhatsApp.

Can we import from a spreadsheet?

Yes. Map columns once and import the lot.

Put Client Management 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.