Clients

Know the relationship.
See what needs you.

Every client record brings their people, projects, conversations and money together. Understand the account, spot what needs care and move forward with context.

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Clients/Live clients

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List＋ ViewFilterGroup by EngagementSort＋ New client

ClientAccount leadFeeHealthLast contactOverdue

Retainer2

Nour StudioRania Nassar · Creative director

Hana Prescott2,800 EGP / moWatchJul 267,200 EGP

Qasr DentalTarek Mansour · Practice ownerOmar Haddad2,400 EGP / moHealthyJul 24

Project5

Beit Al ShamRania Nassar · Group owner

2 people16,500 EGPHealthyJul 25

Halcyon FitnessDana Halcyon · Owner2 people12,000 EGPAt riskJul 274,800 EGP

Levant BooksKarim Sabbagh · Managing directorHana Prescott9,500 EGPHealthyJul 28

Cedar & CoBassel Aoun · PartnerHana Prescott7,600 EGPHealthyJul 21

Sahel MarinaRami Kassem · Development lead2 people22,000 EGPHealthyJul 14

Ad hoc2

Zahra AtelierZahra Bishara · Designer & ownerLina Torres1,400 EGPWatchJul 9

Mirage FitnessDana Halim · Head of brandOmar Haddad3,200 EGPWatchJul 41,200 EGP

01Client overview

Read the whole account.
In one useful glance.

Open a client and see the relationship, current work and financial picture together. Tamaam calls out late payments, unbilled time and projects at risk alongside the account history.

A client brief and engagement at the top
Billed, collected, owed and unbilled amounts
Project health next to the relationship
A focused list of decisions that need you

About Brand identity retainer since June 2025, with twelve design hours a month.

Billed · 12 months43,680 EGP84% collected

Owed7,200 EGP14 days late

Unbilled2,700 EGP18 h past retainer

Work49,200 EGP1 project · at risk

Needs attention 5

Nefer suggests

Remind Rania about the 7,200 EGP?

Fourteen days past terms. Nour Studio usually pays on time, so a short note is enough.

Draft the reminder

Website & brand system is at risk · Arabic copy late

02Work

See what you are doing for them.
Across every job.

Projects, won deals and tasks connect back to the client. Open the account to see the active project, the work your team owes and the blockers that need a client decision.

Projects and their health in one place
Tasks across the client relationship
Won deals and ongoing retainers
A direct path back to the work record

03Financials

Keep the account clear.
From invoice to payment.

See the client’s invoice history, what has been collected and what is still owed. Approved time that has not been billed stays visible, with the project and invoice it belongs to.

Billed, collected, overdue and unbilled at a glance
Invoice history with paid, late and draft states
Approved time ready to bill
Money connected to the work it came from

04People and conversations

Remember who is involved.
And what they last needed.

The client record holds the people on the account, including collaborators known through a project or Inbox. Conversations and meetings sit beside the work so the next reply has the right context.

Primary contact and other client collaborators
A path to add project people to Contacts
Conversations and meetings linked to the account
Account team and relationship history

People at Nour Studio 54 not in Contacts yet

RNRania NassarCreative director · primary contactIn Contacts

OFOmar FathyStudio managerAdd to Contacts

DHDina HalabiMarketing manager · on the projectAdd to Contacts

KNKarim NourFounder · on the projectAdd to Contacts

NANour AdlyMet in InboxAdd to Contacts

Conversations and meetingsAcross this account

Rebrand film · final roundNour AdlyNeeds a reply

Retainer check-inRania NassarTomorrow · 10:00

05Nefer in Clients

Nefer knows the context.
The message is yours to send.

When an invoice is late, Nefer checks the client’s usual payment pattern before suggesting a reminder. Her draft appears in Inbox with the invoice and relationship evidence, ready for you to review.