Client Company Management

Company-Based Client Organization Organize clients by company hierarchy rather than individual contacts for better relationship management. Multiple contacts can belong to the same client company with clear organizational structure and streamlined communication.

Flexible Project Linking Link projects to client companies without requiring workspace invitations. Maintain project organization and tracking while controlling access levels, allowing internal project management without exposing sensitive data to clients.

Role-Based Access Control Granular permission system for client company users with customizable roles. Control what clients can see and access within workspaces, ensuring data security while enabling necessary collaboration.

Seamless Data Migration Existing client data automatically transitions to the new company structure with built-in migration tools. No manual work required and zero data loss during the upgrade process.

Enhanced Security & Validation Company-level access controls with comprehensive validation for all client operations. Improved data protection through structured permissions and automated security checks for client interactions.