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ClientSpark Demo - Client List Dashboard – Real-time visibility across all clients
Real-time overview of all clients including ARR, onboarding stage, health status, owner, and renewal timeline. Built for client success and onboarding teams who need instant visibility without digging through spreadsheets or emails.
ClientSpark Demo - Global Search – Find anything across clients, contacts, notes & docs instantly
ClientSpark’s global search delivers lightning-fast results across the entire workspace. Type once and instantly surface matching clients, contacts, notes, and documents — no more digging through lists or tabs. Shown here: searching “Crestview” returns the client record, all related contacts, rec...
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