Streamline Multi-Client Account Management
Collaborative CRM designed for agencies managing multiple client accounts
Transform how your agency manages client relationships with tools designed for collaborative teams. Ensure seamless communication, transparent project tracking, and superior client service across all your accounts. Perfect for growing agencies across India's major business hubs.
Key Features for Your Business
Multi-Client Organization
Organize contacts, projects, and communications by client account with role-based access controls for team members.
Team Collaboration
Multiple team members can work on the same client account with real-time updates and shared communication history.
Client Communication Hub
Centralize all client communications - calls, emails, meetings - in one place for complete visibility and context.
Project Timeline Tracking
Track project milestones, deliverables, and client feedback with automated progress updates and reminders.
Client Portal Integration
Provide clients with transparent access to project status, communication logs, and deliverable timelines.
Performance Analytics
Track client satisfaction, project profitability, and team productivity across all accounts.
Measurable Results You Can Expect
Reduction in Client Miscommunication
Faster Project Delivery
Improvement in Team Coordination
Increase in Client Retention
How Converse Solves Your Challenges
Challenge
Multiple team members working on the same client account often duplicate efforts or provide conflicting information to clients.
Converse Solution
Converse provides real-time collaboration with shared communication logs, ensuring all team members are aligned and clients receive consistent messaging.
Challenge
Client information and project updates are scattered across emails, spreadsheets, and individual notes, making it hard to maintain visibility.
Converse Solution
Centralized client profiles with integrated communication history, project timelines, and document management keep everything organized and accessible.
Challenge
Agencies struggle to provide clients with transparent progress updates, leading to anxiety and frequent status check calls.
Converse Solution
Automated progress reporting and client portal access give clients real-time visibility into project status, reducing unnecessary communications.
Challenge
Managing client expectations across multiple projects and deadlines becomes overwhelming without proper tracking systems.
Converse Solution
Intelligent timeline management with automatic milestone tracking and deadline reminders ensures all client commitments are met on time.
Success Story
See how Creative Hub Delhi transformed their operations with Converse
"Converse has revolutionized how we manage our client accounts. Our team coordination has improved dramatically, and clients love the transparency. We've seen a 40% increase in client retention since implementation."
Priya Mehta
Agency Director
Creative Hub Delhi
Improvement in client satisfaction
Essential Features for Your Industry
Serving Businesses Across India & Beyond
Key Markets
Industries We Serve
Whether you're a startup in Bangalore, an established firm in Mumbai, or expanding across Delhi NCR, Converse adapts to your local business needs while providing world-class communication tools.