Agency Client Manager

Handle agency profile → Clients → Contacts → Accounts / projects → Agreements / scope → Tasks → Deliverables → Renewals → Exports & insights in a local WebApp designed to bring the complete workflow together, replace scattered spreadsheets and keep every record ready for review.

MAIN FEATURES

• Client dashboard: review indicators, activity and upcoming points requiring attention.
• Agency profile: track and maintain Agency Name Key, Agency profile · Reference and Booking status.
• Clients: track and maintain Name Key, Clients · Reference and Booking status.
• Contacts: track and maintain Clients, Name Key, Email, Phone, Role and Booking status.
• Accounts / projects: track and maintain Clients, Name Key, Accounts / projects · Reference, Owner and Booking status.
• Services: track and maintain Name Key, Services · Type and Booking status.
• Agreements / scope: track and maintain Clients, Accounts / projects, Services, Name Key, Agreements / scope · Status and Start date.
• Tasks: assign owners, dates and progress statuses.
• Meetings: track and maintain Clients, Accounts / projects, Name Key, Date, Meeting Title Key and Booking status.
• Notes: track and maintain Clients, Accounts / projects, Name Key, Note Text Key and Booking status.
• Deliverables: track and maintain Clients, Accounts / projects, Name Key, Deliverables · Status and Booking status.
• Approvals: track and maintain Deliverables, Name Key, Approvals · Status, Approved at and Booking status.
• Renewals: track and maintain Clients, Agreements / scope, Name Key, Renewals · Status, Renewal date and Booking status.
• Incidents: track and maintain Clients, Accounts / projects, Name Key, Incidents · Type, Incidents · Status and Booking status.
• Rules: track and maintain Client Rule Key, Rules · Value and Booking status.
• Exports & insights: centralise the information, follow-up and decisions for this stage.
• Create, edit, search and delete records from the same interface.
• Configurable visible fields and readable cards with no horizontal scrolling.
• Fifteen colour palettes in light and dark modes, independent between DEMO and PROD.
• Integrated Getting Started guide, settings, FAQs and backups.

UPDATED LOCAL ARCHITECTURE

• This edition is delivered as one self-contained HTML file.
• It no longer depends on a server, account, username, password, licence, activation, product key or email code.
• Open it directly in a modern browser and keep using its features without an Internet connection.
• It does not automatically transmit or synchronise data with external services.

DEMO TO LEARN, PROD TO WORK

DEMO includes localised practice records for exploring the WebApp's real workflow. PROD starts empty for your own information. Records, settings, appearance, visible fields and backups remain separate between both environments.

17 LANGUAGES

Available in Arabic, Bengali, German, English, Spanish, French, Hindi, Indonesian, Italian, Japanese, Punjabi, Portuguese, Russian, Swahili, Klingon, Urdu and Chinese.

DATA AND BACKUPS

Information is stored locally through IndexedDB in the browser. Moving to another computer, browser or profile does not transfer it, and clearing browser data may delete it. Create regular backups and store them safely.

REQUIREMENTS

• Desktop or laptop computer with a modern browser.
• JavaScript and IndexedDB enabled.
• Regular backups to protect locally stored information.

Agency Client Manager turns agency profile → Clients → Contacts → Accounts / projects → Agreements / scope → Tasks → Deliverables → Renewals → Exports & insights into a visual, organised and traceable process that remains under your control.