Client Intel

Log client requirements, track feature requests, and manage 4000+ client relationships — all in one place.

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Onsite

Client Intel

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Onsite Client Intel

Paste a WhatsApp conversation to log requirements, ask about a client, or search across all client requests.

What does Sharma Constructions need?
Which clients asked for WhatsApp approval?
Show all open feature requests
Add user Ravi Gupta ravi@onsiteteams.com
Period: | Custom:
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Schedule

Available:

Unassigned

⏳ Time TBC

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Renewals & Revenue
#CompanyTypeOwner TotalPaidPending DueStatusComments
Payment History
# Company Type Owner Amount Payment Date Label Added On
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📞 Follow-ups
→ Assign to
# Company Phone Sub End 30D Activity Last Called Latest Call # Calls Remark
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Add Meeting Request

Paste WhatsApp Conversation

📅 If no date is mentioned, meetings will be assumed for . Change the date in the Schedule view before opening this if needed.

Auto-Assign Meetings

Proposed assignments based on priority. Swap reps before confirming.

ClientRevenueTimeTypeAssigned ToReason

Find Available Person

Edit Client

Add Revenue

Add Payment

Meeting

Clear filters
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# Company Owner Location Manager Project Type Sub Start Sub End Sales Revenue Renewal Revenue 30D Activity 30D Users Meetings Reqs # Calls Last Call Follow-up
Follow-up Agent:
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Company Requirement Type Status Priority Module Logged by From To Product Note
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# Company ↕ Requirement Module ↕ Type ↕ Status ↕ Priority ↕ Product Note ETA ↕ 📎 Logged By ↕ Date ↓