Northwind Analytics
Priya Raman · renewal in 18 days
- 2 overdue tasks
- Renewal is in 18 days with no upcoming meeting
Shared client workspace for teams
Know which client needs you todayand exactly why.
ClientEasy keeps accounts, contacts, deals, tasks and client meetings in one workspace your whole team shares — and reads them continuously, so a quiet account with a renewal three weeks out never slips past you again.
Your own login · workspaces start empty · read-only calendar access
NA
Northwind Group workspace
6 members · 24 accounts
Accounts tracked
24
Owners, renewals, tags
Need attention
3
Rule-based, with reasons
Synced events
41
Google Calendar, read-only
Needs attention
Halcyon Freight
Dave Okafor · renewal in 44 days
- No completed client activity in the last 30 days
- 3 open tasks
Bright Harbour Health
Priya Raman · renewal in 96 days
- No immediate follow-up or relationship risk
Vela Robotics
Unassigned · renewal not set
- Not enough activity or work history yet
- 15
- Modules in one workspace
- 5
- Needs-attention triggers
- 9
- Per-profile access controls
- 0
- Extra backends to run
The attention engine
A health score you can argue with
Most CRMs give you a number and no reasoning. ClientEasy grades every account against plain, readable rules over your own records — and hands you the list of reasons with the verdict, so a status is something your team can act on or overrule.
Needs attention
Any one of these is enough
A task on the account is overdue
A task is due today
An open risk alert is unresolved
Renewal is within 30 days with no upcoming meeting
A deal closing within 14 days has no next step
Watch
Nothing urgent, but drifting
A task is due within the next 7 days
Renewal falls between 31 and 60 days out
No completed client activity in the last 30 days
Three or more tasks are still open
On track · Unknown
The two answers most tools refuse to give honestly.
On track — recent activity or live work, nothing urgent
Unknown — not enough history to judge yet, so it says so instead of showing a comforting score
The same rules run for every account, and Settings spells them out in full — so “needs attention” means the same thing to everyone on the team.
One workspace
Everything a client-facing team actually opens in a day
Fifteen connected modules instead of five browser tabs and a spreadsheet nobody trusts. Records, follow-ups, calendar activity, files and reporting all sit in the same workspace, scoped to your company.
Accounts and renewals
Industry, size, website, owner, tags and renewal date on every company, with the current attention status and the reasons behind it.
Contacts with context
Titles, emails, phone numbers, lifecycle stage, lead status and source, each linked to the account and the person who owns the relationship.
Deals across pipelines
Run more than one pipeline with your own stages and win probabilities. Move a deal and the forecast, aging buckets and reports follow instantly.
Tasks that carry the follow-up
Due dates and times, reminders, queues, priorities and task types — plus one-click follow-ups generated from accounts that need attention.
One activity timeline
Meetings, calls, emails and notes on a single timeline per account, contact and deal, with synced items marked apart from what your team logged.
Google Calendar sync
Read-only calendar access. Events are matched to your contacts and accounts by email domain and name, choose a 1 to 90 day window, and re-syncing never duplicates.
CSV imports with templates
Bring accounts, contacts and deals in from a spreadsheet. Download the sample file, upload yours, and see exactly what was created versus updated.
Reports your team trusts
Pipeline by stage, weighted forecast, win rate, owner performance, deal aging, a 14-day activity trend and the spread of accounts by attention band.
Documents and audit trail
Shared client files in a private per-workspace store, served over expiring links, with an audit log of who changed which record and when.
The assistant
An assistant that only knows your workspace
Ask it a question and it answers from a brief assembled out of your own records: who owns what, which renewal is close, which task went overdue, what the last meeting was. It leads with the decision, then shows the evidence — and when your CRM does not hold the answer, it tells you that instead of filling the gap with something plausible.
- It answers from a brief built out of your workspace only — accounts, contacts, deals, tasks, alerts, activity and notes.
- It knows the current time, so it separates an upcoming meeting from something that already happened.
- It never claims to have read email bodies. Synced activity summaries are the only inbox context it gets.
- When a fact is missing it says so and names the CRM action that would fill the gap.
- Members whose access profile has the assistant switched off cannot call it at all.
Things teams ask on a Monday
Answered from workspace records, not the open web
Who is at risk of churning before the end of the month?
What is on my calendar with clients this week?
Which deals are closing in 14 days with no next step?
Summarise everything we know about Halcyon Freight.
What has my team not followed up on?
Bring your own model key. Leave it out and every other part of ClientEasy keeps working — the assistant simply stays off.
How it works
From signup to a working workspace
Three steps, and nothing to install. The parts you are not ready for can wait — the CRM does not depend on them.
- 01
Create a workspace, or join one
Sign up with your own email and password. Start a company workspace, or join an existing one with the private code an admin shares with you.
Join codes look like CE-7K3QM-XT9PA and are stored hashed. An admin can rotate a code at any time and the old one stops working.
- 02
Bring your client data in
Import accounts, contacts and deals from CSV using the bundled templates, or add them as you go. Connect Google Calendar so client meetings land on the timeline by themselves.
New workspaces start empty — no demo records to clean up before your team can trust what they see.
- 03
Work from what needs attention
Open the dashboard to see which accounts slipped, why, and what to do next. Turn a risk into an assigned follow-up in one click, or ask the assistant where to start.
Every attention status arrives with its reasons so nobody has to take a number on faith.
Access control
Give people exactly the reach they need
Access profiles decide what a member can see and change. Point a profile at own records only and a rep works their own book; open it up and a manager sees the whole workspace. Admins keep full reach, and the audit log remembers who did what.
What a profile controls
- View scopeOwn records only, or everything in the workspace
- Edit scopeOwn records only, or everything in the workspace
- Create recordsAdd accounts, contacts, deals, tasks and activities
- Edit recordsChange existing records within the allowed scope
- Delete recordsRemove records within the allowed scope
- Import dataUpload CSV files into the workspace
- Export dataTake records back out again
- View analyticsOpen reports, forecasts and owner performance
- Use the assistantAsk questions grounded in workspace data
Members, teams and ownership
Every account, contact, deal and task has an owner. Reassign work when someone changes territory or leaves, and the attention engine and reports follow the new owner immediately.
Alerts that turn into work
A risk alert carries a recommended action. Accept it and ClientEasy creates the follow-up task, assigns it and dates it, so the signal ends in someone’s queue rather than a notification list.
Architecture and security
Built so a client list can live in it
Next.js App Router on the front, Supabase Postgres, auth and storage behind it. Nothing sensitive reaches the browser, and nothing crosses between workspaces.
Every request re-checks membership
Route handlers load your workspace membership and access profile on each call, so permissions cannot be spoofed from the browser.
Data is scoped by company
Accounts, contacts, deals, tasks, activities, documents and imports all carry a company id, and queries are filtered by the workspace you are signed in to.
Codes hashed, tokens server-side
Workspace join codes are stored as SHA-256 hashes. Google refresh tokens stay on the server and the calendar scope is read-only.
Your Supabase project, your data
Postgres, auth and file storage all live in the Supabase project you control. The app runs on Next.js route handlers with no separate backend to operate.
Questions
Straight answers
Does ClientEasy read my email?
No. The Google connection asks for read-only calendar access. Client meetings become activities on the timeline; email bodies are never fetched, and the assistant is instructed never to claim otherwise.
Can several companies use the same deployment?
Yes. ClientEasy is multi-tenant. Each record belongs to a company workspace, and a person who belongs to more than one can switch between them from the top bar without ever seeing the other workspace's data.
What does a brand-new workspace look like?
Empty. There are no seeded demo accounts to delete, so the first numbers your team sees are their own. Import a CSV or create your first account to get going.
How do people join my workspace?
An admin generates a private workspace code and shares it. New members sign up with their own login, enter the code, and land on the default access profile until an admin changes it.
Where does the attention status come from?
Plain rules over your own records: overdue and due-today tasks, open risk alerts, renewal dates without a meeting booked, and near-closing deals with no next step. Nothing is a black box, and every status lists the reasons that produced it.
What do I need to run it?
A Supabase project and somewhere to host Next.js. Google Calendar and the assistant are optional: leave their keys out and the rest of the CRM works exactly the same.
Open a workspace and point it at your client list
Create the company workspace, import a CSV, invite your team with a code. You will know which accounts need you before the first stand-up.