01
See the account clearly
Keep client details, relationship status, internal notes, and important account context together instead of rebuilding the story every time somebody needs it.
Business Tools · Client Relationships
Give every client relationship one organized home.
SurfLocal Media Client Management keeps contact details, account status, relationship notes, files, folders, documents, images, and follow-up activity together—so owners and managers do not have to reconstruct the customer story from scattered apps and inboxes.
$69/moCurrent Client Management tool price
One Client RecordDetails, files, notes, status, and history
ConnectedWorks with leads, billing, email, and tasks
The business outcome
Stop hunting for the client story across inboxes, folders, notes, and different people.
Client Management gives the relationship a consistent place to live. The goal is not just to store a contact—it is to keep enough context around the account that the next person can understand what is happening and what needs to happen next.
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Keep files with the relationship
Organize documents, images, folders, instructions, and other account materials close to the client record that gives them meaning.
03
Make follow-up visible
Give owners and managers a clearer view of account activity and the next step instead of depending only on personal memory or private inboxes.
How it works
A simple client lifecycle from first record to ongoing account activity.
Start with the customer’s contact details, business information, account context, and relationship status.
Add notes, files, folders, documents, images, instructions, and the information your team needs to work the relationship.
Keep important account updates and follow-up context visible as the relationship develops.
Move naturally into billing, email, tasks, meetings, or other Business Tools when the account needs them.
What you can organize
Keep more of the client relationship in one understandable place.
Maintain contact information, account status, relationship stage, and the core details your team needs to understand the client.
Keep internal notes and relationship history close to the account rather than spread through texts, inboxes, and notebooks.
Upload and organize documents, images, and account materials into named folders associated with the client.
Keep important account instructions, internal context, and service information available where the relationship is being managed.
Keep account activity and the next step easier to review for owners, managers, and permitted users.
Give the business a cleaner view of what is happening across customer relationships without making every employee use the same level of access.
Works better together
Client Management becomes the customer context behind the rest of the workflow.
These companion tools can extend the client record when the relationship moves into another stage.
Lead Management
Move qualified inquiries into a clearer client relationship while preserving source, notes, and follow-up context.
Billing Management
Connect estimates, invoices, quick bills, billing status, and payment follow-up to the customer relationship.
Email Campaigns
Use organized client context to support customer updates, reminders, reactivation, and ongoing communication.
Task Management
Turn client follow-up into visible next steps so important account activity has an owner and a path forward.
Who uses it
Give each role the client visibility it actually needs.
Owners
Maintain account-level visibility into important client relationships, status, files, notes, and the broader tool stack.
Managers
Review client activity, keep records organized, help manage follow-up, and provide oversight across customer accounts.
Sales & customer-facing users
Work the client relationship and update relevant account information without automatically receiving full owner-level control.
$69/mo
Client Management is an add-on inside the SurfLocal Media Business Tools account. The private Business Tools Dashboard is the account foundation.
Add Client ManagementStart with the client information your team actually needs.
Tell us what you currently track, where files and notes live, who needs oversight, and where follow-up is getting lost. We can use that information to help structure the account.
- Use the same private Business Tools account as your other enabled tools.
- Connect Billing Management when the client relationship moves into estimates, invoices, and payment follow-up.
- Add Email Campaigns when customer communication should stay connected to the account workflow.
- Use Task Management when specific client next steps need clearer ownership and follow-through.
Plan Client Management for your business.
Tell SurfLocal Media how you manage client records, notes, files, account status, and follow-up today. The original form field names, routing, mail handling, lead-board save, honeypot, and math security check remain intact.