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Manage client work

You won the job. Now start the work without copying it all into another app.

Start the project from the client you just won, plan it with tasks and documents, talk it through in the project's own room and let the client follow along in a private portal. It's client work management software that picks up where the sale left off.

Start a client project See how it works

No need to set everything up on day one.

Free plan available, no card needed. Or book a demo.

The problem

Winning the work shouldn't mean typing it all again.

The deal closes in one app, the brief sits in an email, the tasks are on a board somewhere else and the client asks for updates on WhatsApp. Every handover means copying the same details again.

Then a question comes up halfway through, and the answer is buried in a sales thread the delivery team can't see.

No more starting over

  • Projects linked to the clientCreate a project from the customer's record or the inbox and the work stays linked to them.
  • A head start on every jobTemplates for client delivery, websites, campaigns and events set up milestones, tasks and due dates.
  • Everyone sees their own workOne list per person across every project, with what is overdue at the top.
  • Clients follow alongA private portal for approvals, files and messages, with no password to remember.
How it works

Three steps to get going.

Step 1 · Templates

Start the project from a template.

Thirteen templates set up milestones, tasks and due dates you can change, and the ones that suit your kind of business are marked Recommended and shown first. Running an agency, a SaaS or a consultancy? There are whole-business bundles too.

  • Client delivery, Website project, Marketing campaign, SEO campaign, Event planning and more
  • Recommended picks based on the business type you chose at sign-up
  • Agency, SaaS and consulting bundles
More about Projects
Step 2 · One list

Give everyone one list of their work.

My work shows every task that's yours across every project, with its project, priority, status, due date and estimate. The cards on top count what's assigned, what's in progress, what's overdue and how much is done, and the next five deadlines sit beside the list.

  • Assigned to me, Created by me and Overdue tabs
  • Search, or filter by status, priority or project
  • Tasks don't need a project, so it works as a plain to-do list too
More about My work
Step 3 · Approvals

Share the work and get it approved.

List each client's deliverables with a due date and a status, from Planned to Approved. Share work for approval and the client approves it in the portal or asks for changes with a comment. If they go quiet, a reminder goes out every 1, 2, 3, 5, 7 or 14 days, or never.

  • Link each deliverable to a document, a file, a page or any web address
  • A task or document shared for approval can't be marked done until the client says yes (an owner or admin can override, with a reason)
  • Every approval and change request in the Activity log
More about Client portals
Start to finish

From won deal to delivered work.

The client, the deal, the project and the conversation stay connected, so the delivery team starts with everything sales knew.

The deal is won

  1. The project starts

    From the client's record, using a template with milestones and tasks.

    ProjectsTemplates

  2. The team gets its tasks

    Each person sees their work across every project, as a list, board or calendar.

    My work

  3. The team talks it through

    Every project has its own room in Chat, with documents linked to the work.

    ChatDocuments

  4. The client follows along

    They approve deliverables, share files and message you in their portal.

    Client portal

  5. You get paid

    Send the invoice from the client's record when the milestone is done.

    Invoices
Delivered, and the client knew where it stood

One person, one record, the whole way through.

In the app

What it looks like in startbuddi.

Projects: every project and the ones that need you.
My work: one list of your tasks across every project.
Client portals: one private page for each client.
Documents: proposals, contracts and notes in one library.

Screens show sample data.

Questions people ask

Can I start a project from a client I just won?
Yes. Use Create project from the customer's record or from a conversation in the inbox, and the project stays linked to that client. When a deal is won, Chip can offer to set up a client portal too.
Do my clients need a startbuddi account?
No. They get a one-time sign-in link by email. No password, no startbuddi account, and they never use one of your seats.
Can the team discuss a project without email?
Yes. Every project gets its own room in Chat, and you can link documents, contacts and goals to the work.
Is there a Gantt chart?
Yes. Every project has a Timeline with dependency arrows, milestones, a Today line and the critical path highlighted.
Is it free?
Work is on every plan, including Free. The Free plan has 1 seat, and you can build and preview a client portal before you unlock inviting clients.

Start a client project.

Pick a template, then bring in the team and the client.

Start a client projectBook a demo

Start with the one thing you need. The rest is there when you're ready.

Free plan available.