Client Management Made Clear
From contact details to retainers and key projects - everything is one place. Start your agency organised with a clear, uncluttered view of key client cost and impact.
Try Our Client Management
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Why Wisdom Client Management?
A complete view of your client relationships - without the clutter.
From ongoing retainers to one-off projects, Wisdom keeps every detail organised and accessible. No more digging through folders or juggling spreadsheets - just a clear, connected picture of every client you work with.
- Client overview
- View key details, project history, and retainer status – all in one place. Everything you need to know about a client, without switching tabs.
- Linked projects & retainers
- See every live and completed project linked to a client, alongside any active retainers. Track work, budgets and timelines at a glance.
- Multi-contact records
- Store key contact names, roles, and details for each client. Great for agencies working with multiple stakeholders across departments.
- Smart search & filters
- Instantly find any client, project or retainer using flexible search and filter options. No more clicking through endless lists.
- Account health status
- Quickly see which clients are in good standing, which retainers need review, and where action may be required - all colour-coded for clarity.
- Service tracking & invoicing
- Log services provided – from photography and hosting to third-party costs – directly against clients, projects or retainers. Everything’s linked for clear visibility and faster invoicing.
Bring order to your business
Whether you’re managing a handful of retained clients or juggling dozens of one-off projects, Wisdom gives you the structure to stay in control. No more spreadsheets. No more second-guessing.aa
Client overview at a glance
See key client info, live projects, retainer status and monetary data instantly - no digging, no jumping between systems.
Smart search and filters
Quickly locate client details, projects, retainers or other services within client accounts through dynamic search and filtering.
Service logging & renewals
Track 3rd party costs or other services within client accounts, linked to projects for accurate billing & recurring fee options - so you never miss an invoice!
See it in action
See how Wisdom keeps your client records tidy, connected and ready when you need them.
Everything in One Place
A more organised way to manage clients, retainers and project history.
Wisdom brings structure to your client base, making it easy to stay on top of relationships, active work, and services delivered – all from one clear, connected view.
- Project & retainer history.
- Instantly see what’s been delivered, what’s ongoing, and what’s coming up next - no more spreadsheets or scattered notes.
- Centralised records.
- Store addresses, contacts, billing preferences and service history in one place, so your team always knows where to look.
- Ready for invoicing.
- Link services to retainers and projects for faster billing, renewals and fewer surprises - everything lines up when it matters.
“Having all our client information, projects and retainers in one place has been a game-changer. We’re no longer hunting through emails or spreadsheets - everything’s exactly where it should be.”
Frequently asked questions
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Yes. Each client record gives you a complete view of every live and completed project, as well as any active or historic retainers.
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