One tab per account, everything on it.
Contacts, projects, contracts, invoices, and notes connected to the same record. Tier, segment, ARR, and renewal date are fields you define.
Where is the next opportunity hiding?
Slice accounts by tier and watch health and open deals side by side. Spot expansion early and convert any account into a deal with one click.
Everything Clients does, out of the box.
No upsells, no add-ons, no hidden plan. Every Scrambl team gets the full clients module.
Account 360
Contacts, projects, contracts, invoices, and notes on one tab per account, with no jumping between apps.
Custom fields per type
Track what matters per relationship: tier, segment, ARR, renewal date. Your data model, your call.
Granular access
Per-record visibility. Sensitive accounts stay visible only to the team handling them.
Promote to opportunity
Spot expansion early. Convert any account into a deal with one click and full context.
“Clients doesn’t live in a separate app. It lives next to your projects, tasks, and conversations, so context never gets lost in the handoff.”
The rest of Scrambl.
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Ready to crack the chaos?
One workspace for projects, clients, finance, and everything in between. Try for free.