Client Intel

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

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 DueNext Follow-upStatus30D ActivityTotal ActivityComments
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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Demo Audits
Demo DateAudit DateClientRepTypeNotesAuditorRecording
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🚫 Block Slots
Blocked slots won't appear to clients on the booking form.
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📦 Product Releases
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Add Meeting Request

List the modules or issues the client wants help with — e.g. Attendance setup, Subcontractor payments, DPR, Reports

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

Points of Contact

From Onsite User List

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Add Manually


Current POCs

Add Revenue

Add Payment

Meeting


CUSTOM RANGE
Apply to
Range
–
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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Add New User

Merge into Primary Account

Type to search…
#Company30-Day ActivityStatus
Company Requirement Type
Status
Priority
Module
Category
Logged by From To Product Note
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# Company ↕ Requirement Module ↕ Type ↕ Status ↕ Priority ↕ Product Note ETA ↕ 📎 Logged By ↕ Date ↓