CR ClientRunbook Open app

Vertical CRM + work OS

Every client gets a runbook.

ClientRunbook brings client context, projects, deadlines, meetings, opportunities, and follow-up into one vertical workspace for service teams.

Get early access Open app
Client work graph Vertical packs Review-first activity
Trade Show Ops Acme Displays runbook
3 items need attention

Client record

Expo West 20x20 booth

Client approval Graphics due
Install window
Jun 17, 8 AM
Owner
Maria Chen
Stage
In production

Next actions

  • Confirm graphics proof
  • Book freight pickup
  • Review install crew notes

Activity review

Inbox + calendar
Email matched

Client sent updated booth graphics and deadline note.

Meeting captured

Production review linked to booth runbook.

Inbox Calendar Spreadsheets Task apps One client runbook

Product shape

Relationship context and delivery work belong together.

ClientRunbook connects the people, project, communication, tasks, meetings, pipeline, and deadline history around every client.

01

Client work graph

Clients, contacts, companies, opportunities, projects, meetings, notes, and tasks stay linked to the same operating record.

02

Daily command center

Operators can see what is due, blocked, recently touched, and ready for follow-up without rebuilding context from scratch.

03

Review-first imports

Email and calendar activity can be reviewed before it becomes part of the client timeline, keeping the workspace accurate.

04

Vertical templates

Labels, dashboards, task lists, pipelines, and project templates adapt to how each service business actually works.

Workflow

From scattered updates to a repeatable runbook.

1

Capture the relationship

Create one record for the client, contacts, context, open opportunities, and current work.

2

Track delivery

Attach projects, deadlines, approvals, meetings, and tasks to the same client workspace.

3

Review activity

Bring email and calendar context into the timeline with a human review step.

4

Know the next move

See the next follow-up, blocker, meeting, deadline, or pipeline action before it falls through.

Pipeline

Qualified4
Quote sent7
Deposit received3

Runbook timeline

Approval reminder sent to client contact.

Install task moved to at risk because freight pickup is late.

Meeting notes linked to booth production project.

Attention

Shipping deadline risk
Client reply ready
Meeting needs review

Vertical packs

Same work graph, different operating language.

Start with a pack that matches the business, then adjust labels, dashboards, templates, and saved views around the team.

Trade Shows / Event Ops

For booth builders, display companies, and event teams managing shows, booths, approvals, shipping, installs, and follow-up.

  • Clients, trade shows, booths
  • Graphics and shipping deadlines
  • Install schedule and approvals

Contractors / Tradesmen

For contractors and trades managing leads, job sites, estimates, materials, crews, service visits, and job closeout.

  • Clients, job sites, estimates
  • Material and permit status
  • Site visit and crew tasks

Event Planning / Catering

For planners, venues, and caterers coordinating inquiries, bookings, guest counts, menus, vendors, payments, and prep work.

  • Inquiries, events, orders
  • Guest count and payment deadlines
  • Tasting and prep schedules

Private build

Shape the early version around real client work.

ClientRunbook is being built for service teams that need one serious place to manage client relationships and execution. Early access is intentionally limited while the vertical packs are refined.

Get early access Open app