One client record
Contacts, notes, tags, activity and health
LIVE NOW
Client Account Management Software · no login required
প্রতিটি client-এর relationship, work ও money এক জায়গায়।
Think One Account Management দিয়ে lead/deal থেকে client, project, task, files, quotation, invoice, payment, retainer, request এবং client portal—সব connected context-এ চালান।
✓ Client 360°
✓ Sales → Work → Billing
✓ Client Portal
✓ Team permissions
AC
Acme Creative Ltd.Active client · Healthy account
Open work
6
Receivable
৳42K
Files
18
Requests
2
Latest activity
Quotation accepted
Ready to convert into invoice
Next attention
Project milestone due
Delivery follow-up in 2 days
Illustrative view of the connected client workspace.
Work connected
Projects, tasks, milestones and time
Commercial connected
Deals, quotations, invoices and payments
Client-facing portal
Requests, files, forms, contracts and approvals
Everything around one client
Client profile না—একটা complete account workspace.
প্রতিটি module আলাদা data island না হয়ে client-এর সঙ্গে linked থাকে।
Client 360°
Profile, contacts, notes, tags/segments, health and relationship context
Contacts
Multiple contacts, primary contact and client-side stakeholders
Activity timeline
Calls, notes, updates and relationship history
Sales & deals
Pipeline, assignment, follow-up, probability, expected close and outcomes
Projects & tasks
Milestones, task checklist, comments, assignee, due dates and time
Files & approvals
Client files, approval request, download and portal visibility
Documents
Quotation, invoice, contracts and client forms
Finance
Payments, receivable, income/expense, statement and profitability
Recurring services
Retainer/service cycle and due invoice generation
Requests
Client request, conversation and convert-to-task workflow
Client portal
Client can view/respond without internal workspace access
Attention center
Overdue work, sales risk, document follow-up and finance attention
Connected workflow
Lead থেকে payment পর্যন্ত context হারায় না।
Lead / Deal
Sales pipeline-এ opportunity track করুন
Win
Deal Won হলে client account-এ convert করুন
Work
Project, milestones, tasks এবং delivery চালান
Documents
Quotation, contract, files, forms share করুন
Billing
Invoice, payment, receivable এবং retainer manage করুন
Relationship
Portal, requests, activity এবং account health ধরে রাখুন
Why it matters
Client নিয়ে “কোথায় কী আছে?” প্রশ্ন কমান।
✓ Sales team-এর information delivery team-এর কাছে হারায় না
✓ Project team client-এর quotation/invoice context দেখতে পারে
✓ Finance client/project অনুযায়ী receivable ও profitability দেখতে পারে
✓ Management overdue work এবং commercial risk এক জায়গায় পায়
✓ Client internal tools না দেখে নিজের portal-এ প্রয়োজনীয় জিনিস দেখে
Commercial control
Relationship-এর সঙ্গে টাকা linked থাকে।
Quotation
Client/deal-linked proposal records
Invoice
Issue and track client billing
Payments
Partial/full collection with method/reference
Receivable
Outstanding and overdue aging
Retainer
Recurring service and due invoice generation
Profitability
Client/project invoiced, collected, expense and profit
Client Portal · Live now
Client-কে internal dashboard দেখাতে হবে না।
প্রতিটি client-এর public-token portal থাকতে পারে। প্রয়োজনীয় interaction client সেখানে করবে; team internal workspace-এ কাজ করবে।
Requests & conversation
Client request করতে ও reply দিতে পারে
Quotation response
Quotation review করে response দিতে পারে
Files & approval
Shared file download এবং approval response
Forms
Client form fill/submit করতে পারে
Contracts
Contract view এবং response flow
Controlled visibility
Team ঠিক করে কোন file/content portal-এ যাবে
Automation & attention
যে client/account-এ action দরকার, সেটা সামনে আসবে।
Work attention
Overdue tasks, due milestones, unassigned priority work
Sales attention
Overdue follow-up, stale opportunity, expected-close risk
Document attention
Quotation and contract follow-up
Finance attention
Overdue invoice, due service and receivable risk
Who it is for
যাদের business client relationship-এর উপর চলে।
Agency & Studio
Client projects, retainers, approvals, files and billing
Consultant & Freelancer
Lead → client → delivery → invoice → payment
Service Company
Multiple contacts, recurring services, requests and account health
Sales-led Team
Pipeline, conversion, onboarding context and client handoff
Operational scale & retention
একই account management system এখন migration থেকে repeat customer পর্যন্ত cover করে।
LIVE
Import / Backup
Products, parties, opening data import; Excel/PDF export; restore points
LIVEMulti-business
Multiple companies, branches and branch-scoped team access
LIVEOnline Catalogue
Public product catalogue, customer checkout and order conversion
LIVELoyalty / Credit
Points, credit limits, offers and recurring retention reminders
LIVEMobile PWA
Installable app, device controls and safe offline behavior
Transparent roadmap
Inventory, POS, accounting, warehouse, reconciliation ও data-recovery core এখন Live; compliance closing controls আলাদা boundary।
Product stock, suppliers/purchases, multi-location warehouse, batch/serial traceability, Counter POS, thermal receipts, Cash/Bank/Wallets, bank reconciliation, Chart of Accounts, journals, statements, COGS, tax calculation/reporting, import/export/backup এবং multi-business control live। Statutory VAT/tax filing automation ও fixed-asset depreciation/year-end close এখনও full compliance workflow হিসেবে complete নয়।
Frequently asked questions
সিদ্ধান্ত নেওয়ার আগে যেগুলো জানা দরকার।
এটা কি শুধু CRM? +
না। CRM/sales-এর সঙ্গে project delivery, documents, finance, client portal, requests, files, retainers এবং attention workflow একই client account-এর সঙ্গে connected থাকে।
Client কি আমাদের internal dashboard দেখতে পাবে? +
না। Client portal আলাদা। Team internal workspace ব্যবহার করে; client শুধু portal-এ share করা requests, files, quotations, forms, contracts ইত্যাদি দেখে/respond করে।
এক client-এর multiple contact রাখা যায়? +
হ্যাঁ। Multiple contacts এবং primary contact support আছে।
Invoice/payment কি client-এর সঙ্গে linked? +
হ্যাঁ। Documents, payments, receivables, statements এবং profitability client/project context-এ রাখা যায়।
Vyapar-এর মতো inventory/accounting/POS আছে? +
হ্যাঁ—inventory, suppliers/purchases, barcode POS, paid/credit sale, multi-location warehouse, batch/serial tracking, thermal receipts, money accounts, bank reconciliation, double-entry accounting, COGS, financial statements, tax reporting, import/export/backup এবং multi-business control live। Statutory tax filing automation ও fixed-asset/year-end close এখনও full compliance module নয়।
Team member-এর access আলাদা করা যায়? +
হ্যাঁ। Owner, manager, member, sales, accountant এবং viewer role অনুযায়ী workspace permissions আছে।
Your decision point
আপনার client work যদি sales, delivery, documents আর billing-এর মধ্যে ছড়িয়ে থাকে—এক workspace-এ এনে দেখুন।
Public details দেখে যদি fit মনে হয়, workspace তৈরি করুন। Fit না হলে signup করার প্রয়োজন নেই।