Run client work like clockwork.
Client Compass is the operations hub for service-based businesses. Design your workflow, assign work, and see exactly what needs attention today — without another spreadsheet.
- 14-day free trial
- Card required — cancel anytime
- Unlimited team seats on Scale
A peek at what your dashboard will look like.
Operations, without the chaos.
The tools your team needs — nothing you don't. Built for coaches, consultants, agencies, and any service business that runs clients through a repeatable process.
Custom stages for how you actually work
Design pipelines like New Client → Info Needed → Review → Processing → Completed. Every client lives in exactly one stage.
Nothing falls through the cracks
Assign work to team members with priority, due dates, and checklists. See what's overdue at a glance.
A branded home base for every client
Your clients log in to a private, branded portal to see exactly where they are, what's needed from them, and what's coming next — replacing the endless 'any update?' emails with a single source of truth.
Answer 'what needs attention?' instantly
One dashboard shows overdue work, upcoming due dates, and clients stuck too long in a stage.
Full audit trail, automatically
Every status change, assignment, and completion is logged. Perfect for team accountability and client transparency.
Enterprise-grade isolation
Row-level security keeps every business's data completely separate. Bring your team, bring your clients — everything stays yours.
One flat price. No seat counting.
Pick the plan that matches your stage. Bring your whole team. 14-day free trial on every plan.
For solo operators & small teams.
- Up to 25 active clients
- Core workflows & assignments
- Client portal access
- Team messaging
For growing agencies & practices.
- Up to 150 active clients
- Custom workflows & fields
- Automations
- Team performance tracking
- Priority email support
For established agencies.
- Unlimited active clients
- Multiple teams & departments
- Advanced analytics
- White-label branding
- Direct chat line with priority response
Loved by teams running real client work.
Agencies, coaches, and service teams use Client Compass to keep every client moving forward.
“Client Compass replaced three spreadsheets and a whiteboard. My team finally knows what to work on every morning — no more Slack pings asking 'what's the status?'”
“We onboarded 40 new clients last quarter without hiring a single project manager. The workflow stages and assignments basically run themselves.”
“Our clients see exactly where they are in the process. Support tickets asking 'what's next?' dropped to nearly zero after we rolled out the client portal.”
Bring order to your client operations.
Start your 14-day free trial. Card required to start — cancel anytime before day 14 and you won't be charged.
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