Give Your Team a Clearer View of Client Work

Start with the Client Record

A useful client workspace answers three questions: what are we working on, what information do we need, and what happens next?

Centralyn brings records, invoices, reminders, and forms together for each client. Your team can find the context behind a relationship without rebuilding it from separate notes.

Make Work Easy to Review

Use custom columns for dates, status options, prices, and assignments. Expand a row to add detailed notes, task lists, images, and mentions.

Choose a template that matches your work, then adjust the columns to fit the details your team actually needs.

For an agency, try one row per deliverable: "Homepage copy", a due date, an assigned teammate, and a status such as Draft, In review, or Complete. Use the row notes for the brief and review feedback so the next person can see the context.

Collect Information with a Clear Request

Build a form for the information you need from a client. Add required fields and file uploads, then share the published link. Respondents do not need an account to complete it.

Follow Through

Review submissions, update your records, and schedule an email reminder when another follow-up is needed. Keep the next action clear so teammates can pick up the work with context.