Turn one project into a long-term client relationship.
Client Management brings your client relationships into ProjectSathi. Each client has a profile linked to every project they've awarded you — with a communication log, satisfaction scores from milestone sign-offs, and a renewal pipeline for upcoming retenders. Your BD team sees which clients are at risk of churning and which are ready for an upsell conversation, all from the same platform your site team uses every day.
What’s inside
8 built-in sub-features
Every capability ships with the module. Nothing charged separately.
Client Profiles
One record per client — contact details, company info, GST, PAN, empanelment docs, and communication preferences.
Project History
Every project awarded by this client — contract value, completion status, LD/EOT history, and final settlement.
Communication Log
Log calls, meetings, and emails against the client. Attach MOM and action items.
Satisfaction Tracking
Capture client satisfaction scores at project milestones. Flag dissatisfied clients before they go to a competitor.
Payment Tracker
Outstanding RA bills, retention money, and final payments — all visible against the client relationship.
Renewal Pipeline
Track upcoming retenders and contract renewals. Set reminders 90 days before a contract expires.
BD Dashboard
Business development view — clients by revenue, at-risk relationships, and opportunities in pipeline.
Document Vault
Store empanelment letters, NDAs, framework agreements, and client-issued formats in one place.
How it works
From first login to running in days, not months.
Build the client profile
One record per client — contacts, GST, empanelment docs, and payment terms. Linked to every project they've awarded.
Log every interaction
Calls, meetings, emails — logged against the client with MOM and action items so the whole team has context.
Track renewals & pipeline
See upcoming retenders 90 days out. Set reminders so your BD team is in the room before the tender even drops.
Available on
Included in your annual contract — no module add-on fees.
Related modules
These modules work alongside Client Management in a single deployment.
Real-time tender discovery, keyword-based alerts, bid tracking, deadline management, and competitor analysis — purpose-built for Indian contractors.
Plan projects, schedule tasks, track Gantt timelines, monitor budgets, and run portfolio reviews — all in one workspace.
See Client Management on your sites.
We’ll walk through this module with data shaped exactly like yours — manpower, sites, BOQ structure.