Structured onboarding
Capture identity, contact, type, group, photo, and service context in one form that feels made for operations teams.
- Client profile and trade name fields
- Type and group assignment
- Contact and compliance data in one pass
From onboarding to groups to the living client dashboard, CROTMS gives teams one place to manage identity, communication, documents, services, balances, and daily execution context.
The public page now mirrors how your app actually works: add the client cleanly, connect them to groups and services, open a rich workspace dashboard, and manage bulk onboarding when volume grows.
Capture identity, contact, type, group, photo, and service context in one form that feels made for operations teams.
Open a client once and work across balances, tasks, documents, services, invoices, timeline, and chat without context switching.
Use groups and imports to handle larger client books without turning the system into an admin burden.
I pulled this from your actual `Add Client` structure: basic details, client type and group selection, profile photo, and contact fields arranged the way your team already uses them.
This public version follows the structure in your live dashboard template: top client state pills, health snapshot cards, relationship context, and tabbed access to invoices, services, tasks, documents, ledger, and chat.
I combined the real `Client Groups` and `Import Clients` patterns into one public-facing section so visitors can see that the product handles both day-to-day relationship work and larger-scale client administration.
Use it across consulting, finance, legal, agencies, operational support, and any service business that needs a connected view of clients and the work around them.
One place for identity, conversations, files, and ongoing work.
Relationship context, pending items, and service coverage in one view.
Move from client profile to ledger, tasks, and documents without hunting.
Use groups and imports to manage larger client books with less manual admin.