Configure
Configure the organization record and ownership.
All capabilities Organization
Client Management
Client companies, contacts and service relationships.
Connected workflow Role-based access Tenant-aware
How it works
A clear workflow from setup to operational proof.
Client Management is designed to stay connected to the rest of the platform, so users do not have to duplicate records or jump between disconnected tools.
Operate
Connect the record to relevant users, clients or sites.
Verify
Use it across scheduling and operational workflows.
Improve
Maintain a clean, searchable source of truth.
Why teams use it
Built for real operational accountability—not feature-box marketing.
This capability follows the same tenant, role and audit principles as the rest of the platform. That keeps data consistent and gives every stakeholder the right level of visibility.
One connected workspaceRecords stay linked across related workflows.Right access for every roleAdmins, operations, guards and clients see what they need.Operational proofStructured activity creates a stronger audit trail.Less manual follow-upMove faster with context already connected.
Best fit
Where Client Management creates the most value
- Security companies managing multiple guards, sites or clients
- Operations teams that need stronger accountability and traceability
- Businesses replacing spreadsheets, chat threads and disconnected tools
- Teams that need a premium client and workforce experience on desktop and mobile
Connected capabilities
All capabilities Explore related Organization capabilities.
Ready to activate
Compare plansBring Client Management into a connected security operations platform.
Choose the right plan, activate optional premium capabilities when needed, and keep every workflow inside one premium workspace.