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Client Management

Every Client
Relationship,
Perfectly Organized

Maintain a centralized client database and manage every engagement from one platform — profiles, projects, contracts, billing, documents and communication, all connected to a single client record.

Secure client portal Client-wise reporting Synced with every project
Acme Corporation
IT Services · Enterprise Client
CLT-0012 · Client since Jan 2023
Active
Overview
Projects
Contracts
Contacts
Billing
Account OwnerAnita Rao
Active Projects3
Engagement Value₹42,00,000
Renewal DateDec 31, 2025
Satisfaction Score4.6 / 5
MSA.pdf
SOW - Q2.pdf
Architecture.pdf
18 Active Clients
3 renewals due this quarter
₹2.1Cr Engagement Value
Across all active clients

From first profile to long-term growth — manage the complete client relationship on one platform

Onboard
Add client profile
Engage
Map projects & contracts
Collaborate
Portal & communication
Track
Billing & satisfaction
Grow
Renew & expand
Centralized Client Database

Every client relationship,
organized in one place

Store contact details, engagement history and account context in a single, always-current client record.

  • Complete client profiles

    Company details, industry, size and account context in one view

  • Multiple contacts per client

    Track every stakeholder — decision makers, day-to-day contacts and finance

  • Custom tags & segmentation

    Group clients by industry, tier, region or account owner

  • Full account history

    See every interaction, project and document tied to a client

  • Instant search & filters

    Find any client or engagement in seconds

Client Directory
24 total clients
Acme Corporation
IT Services · Enterprise
Active
Sunrise Logistics
Logistics · Mid-Market
Active
Bluewave Health
Healthcare · Enterprise
Renewal Due
Acme Corporation — Portfolio
3 active engagements
₹42L Total
Website Revamp
Fixed Bid
₹18L
Mobile App v2
Time & Material
₹14L
ERP Migration
Fixed Bid
₹10L
Multi-Project & Contract Mapping

See every engagement a
client has ever run with you

Assign one or many projects and contracts to a client, and get a consolidated view of their entire portfolio — past and present.

  • Assign multiple projects to a client

    Link every active and past engagement to the right account

  • Contract & SOW tracking

    Keep every statement of work mapped to its project and client

  • Consolidated portfolio view

    See a client's full project history on one screen

  • Engagement value roll-up

    Understand total contract value across every project

  • Renewal & follow-up visibility

    Never miss a contract renewal or upsell opportunity

Client Documents & Contracts

Every contract and file,
version-controlled and secure

Store MSAs, SOWs, NDAs and deliverables against the right client — with full version history and access control.

  • Secure document vault

    Contracts, NDAs and deliverables stored per client

  • Contract lifecycle tracking

    Know what's signed, pending or expiring soon

  • Version history

    Every document revision tracked and retrievable

  • Role-based document access

    Control exactly who can view or edit sensitive files

  • Expiry & renewal alerts

    Get notified before a contract lapses

Documents — Acme Corporation
9 files · Version controlled
MSA.pdf
NDA.pdf
SOW - Q1.pdf
SOW - Q2.pdf
Invoice-1041.pdf
Invoice-1042.pdf
Architecture.pdf
Renewal-Proposal.pdf
Secure Client Portal

Give every client their
own transparent workspace

A dedicated, secure portal lets clients see their projects, documents and reports — without a single status call.

  • Secure, limited-access login

    Clients see only their own data, nothing else

  • Project & task visibility

    Live progress across every active engagement

  • Shared documents & reports

    Deliverables and reports available on demand

  • Access from any device

    A responsive portal that works on desktop and mobile

Client Portal — Acme Corporation
Secure self-service access
Active Projects
3 in progress
View
Shared Reports
12 available
View
Billing — Acme Corporation
Utilisation by project
Billed vs Estimated
Website Revamp
92%
Mobile App v2
76%
ERP Migration
54%
Billing & Engagement Value

Know exactly what
every client is worth

Track contract value and billable hours against each account — so account health is a number, not a guess.

  • Engagement value tracking

    Total contract value visible per client and per project

  • Billable vs non-billable hours

    See exactly how account hours are being spent

  • Client satisfaction scoring

    Track relationship health alongside financial value

More Capabilities

Everything an account
team needs, built in

Reporting, automation and security that keep every client relationship healthy and every account owner informed.

Role-Based Client Access
Project managers, account owners and execs see only what's relevant
Renewal & Follow-Up Reminders
Automatic alerts before contracts lapse or leads go cold
Client Satisfaction Tracking
Score relationship health alongside financial performance
Multi-Currency & Multi-Region
Manage international clients in their local currency
Connected to Project & Task Management
Client records sync automatically with every linked project
Full Account Audit Trail
Every change and interaction logged for accountability
Custom Tags & Segmentation
Group and filter clients by tier, industry or region
Client-Wise Revenue Reports
Understand profitability and utilisation per account
Mobile Access for Account Owners
Manage client relationships from anywhere
Cloud-Based & Secure Architecture
Enterprise-grade security that scales with your client base
Why HRORA

Why choose HRORA
Client Management?

Centralized Client Database
Multi-Project & Contract Mapping
Secure Document Vault with Version Control
Complete Communication & Activity Timeline
Secure Self-Service Client Portal
Billing, Invoicing & Engagement Tracking
Client Satisfaction Scoring
Renewal & Follow-Up Automation
Role-Based Access Control
Client-Wise Revenue & Utilization Reports
Multi-Currency & Multi-Region Support
Seamless Integration with Project & Task Management
Cloud-Based & Secure Architecture
Scalable for Agencies, Consultancies & Enterprises
500+Client relationships managed
100%Portfolio visibility per client
0Missed contract renewals
24/7Secure client portal access
Every Client Relationship, Perfectly Organized

Ready to manage every
client relationship with clarity?

HRORA Client Management brings client profiles, projects, contracts, billing, documents and communication together in one secure, connected platform.

Setup in under 2 hours · Dedicated onboarding support