Your single source of truth for relationships
Manage company profiles, track contacts, and organize client notes effortlessly.
Undesk Team
20 Jan 2027
Watch Clients in action
Coming soon (2:45)
About This Feature
The Clients feature is the foundational CRM of Undesk. Every Deal, Project, and Invoice ultimately ties back to a Client profile. You can manage multiple contacts under a single company umbrella, ensuring that if your main point of contact leaves, you still retain the historical context and alternative contacts for that account.
What You Can Do
Create and manage robust Company profiles.
Add multiple individual Contacts (names, phones, emails) to each Company.
Write and save internal Notes specifically tied to a client.
Use the client record as the anchor for Deals and Projects.
Requirements
Clients are scoped exclusively to your specific Workspace.
A Company Name is the only strictly required field to create a record.
Notes attached to clients are visible to your internal team.
Frequently asked questions
Everything you need to know about how this feature works.