Screenshot coming soon
Client Management in Vertask gives you a centralized view of every client relationship — linking clients to their tasks, contracts, properties, and assets in one place.
No more switching between tools to piece together a client picture. Every interaction, every contract, every property, and every open task is connected to the client record.
Key capabilities:
• Link clients to tasks, contracts, properties, and assets
• See complete engagement history at a glance
• Give clients their own self-service portal for requests and status tracking
• Track client feedback with star ratings on closed tasks
• Manage unlimited clients on Pro
Client Management is available on the Pro plan. Get started free and upgrade when you need it.