Delivery module
Client Management
Every prospect, contact and conversation, in one place.
Why you need it
Prospects live in one person's inbox, and nobody is sure which clients signed an NDA. When a contact changes company or a salesperson leaves, the history goes with them.
What you get
- See every prospect, owner and stage on one pipeline board.
- Client history survives contact job changes and team handoffs.
- Won prospects flow into delivery on the same client record.
- Know which clients have a signed NDA, straight from the client header.
See it in action
What you can do with Client Management
Every client moves through Prospect, Lead, Active and Churned on a pipeline board, with a sales contact and account manager on each.
ProspectLeadActiveChurned
raven / clients — pipelinesynced
Prospect12
Lead7
Active23
Churned3
Monthly review — Atlas Financial2d ago
NDA sent — Meridian Retail5d ago
won → pushed to Keka · contacts keep their history
Connects to
Keka HROneSign
Access levelsViewer — reads reports and recordsMember — does the day-to-day workAdmin — sets up the moduleHow roles work
FAQ
Common questions
- Is Client Management a full CRM?
- It is a sales CRM for a delivery organisation: a Prospect, Lead, Active, Churned pipeline, durable contacts, one interaction timeline and consent-tracked testimonials. It does not send marketing campaigns or invoice clients.
- How does it work with Keka?
- Existing clients sync in from Keka. When a prospect is won, Raven creates the client in Keka, so delivery starts on the record sales closed.
- What is a durable contact?
- A person, not a job. Contacts keep their history when they change employers, with dated affiliations to each client.
- Can Raven send NDAs for e-signature?
- Yes. From a client's Documents tab you send an NDA through OneSign, using your OneSign templates and the client's contacts as recipients. Raven tracks it until it is signed and keeps its own copy of the signed PDF.