The Clients

The Clients is the CRM that every other app writes into — projects, contracts, invoices, meetings and emails all live under the account record.

What The Clients does

Contact and account management
Deal pipeline with custom stages
Activity timeline from every Company OS module
Custom fields and tags
AI-generated account summaries via The Brain

Common use cases

Sales pipeline for a growing startup
Agency client management with projects and invoices attached
Consultants tracking every touchpoint per account

Integrates with

The Quote (proposals per account)
The Contracts (signed agreements)
The Invoices (billing history)
The Meeting Agent (call summaries)
Gmail (email threads)

Frequently asked

How is this different from HubSpot?

The Clients is one app inside a full operating system — the same account record connects to projects, contracts, invoices and AI, without extra subscriptions.

Can I import from another CRM?

Yes, CSV import with field mapping is built in via The Setup.