Client Management Built for Modern Agencies
Organize client contacts, company details, active assets and linked projects in one central, privacy-first workspace.
Client context scattered across messy sheets and messaging apps
Agencies juggling 20 to 50+ clients often lose track of company contacts, active deliverables, retainer agreements, and who owns which domain. Notes reside in Slack, passwords in WhatsApp, and billing dates on spreadsheets.
- ✕Disjointed spreadsheets where client contact records become stale
- ✕No instant visibility into all assets, deliverables, and projects owned by a client
- ✕Contractors inadvertently viewing other clients' details due to shared sheets
- ✕Uncertainty when clients ask for an immediate status update on their account
A 360° client record with built-in perimeter privacy
Prolter gives every client their own dedicated profile. You see linked projects, active digital assets, renewal calendars, and assigned contractors in one glance—without exposing other client rosters.
- Consolidated client overview: contacts, domains, hosting, projects, and credentials
- Clean boundary enforcement between client accounts
- Direct linking to deliverables, tasks, and audit histories
Built for high-trust agency operations
Unified Client Profiles
Record primary points of contact, billing cycles, retainer notes, and operational preferences in a structured profile.
Asset & Project Aggregation
Instantly view all websites, domains, server credentials, and active Kanban deliverables tied to the selected client.
Custom Operational Tags
Categorize clients by tier, industry, maintenance contract (AMC), or account manager for rapid filtering.
One-Click Export & Archiving
Export complete client histories or cleanly archive completed accounts without losing audit records.
The Prolter Operational Flow
Client → Project → Asset / Credential → Contractor → Permission → Task → Audit
Client Onboarding
Create the client profile with primary contacts, billing tier, and project scopes.
Project Assignment
Spin up dedicated client projects and milestones.
Attach Assets
Connect domains, hosting accounts, and repository credentials.
Add Specialists
Assign vetted freelancers exclusively to this client's tasks.
Activity Tracking
Review who updated assets or deliverables in real-time.
Role-enforced client visibility
- Agency administrators have full oversight across all client accounts.
- Freelance guests and external contractors only see clients they have been explicitly assigned to.
- Client-level data is never pooled into a shared unpartitioned spreadsheet.
Related Features
Project Management
Organize client deliverables and milestones.
Client Isolation
Ensure contractors never see other clients.
Digital Assets
Track domains and hosting per client.
Designed For These Agencies
Run your agency without exposing your clients.
Start your free workspace today. Free forever for up to 10 clients. No credit card required.