What is ClientSphere
One workspace for the whole client relationship, and how its parts fit together.
ClientSphere keeps sales, support, email and invoicing in one place, so the people talking to a client all see the same history. It is priced by the clients you manage, not by seats, so the whole team can be in it.
The parts
| Area | What lives there | Who uses it |
|---|---|---|
| CRM | Leads, accounts, contacts, opportunities, tasks, and the sales inbox | Sales |
| Support | Tickets, live chat, feature requests, and the knowledge base | Support |
| Contact lists, broadcasts, transactional email, and opt-outs | Marketing and operations | |
| Automation | Sequences and triggers | Sales and marketing |
| Finance | Quotes, invoices, payments, and products | Finance |
| Analytics | Reports and product analytics | Managers |
Everything hangs off the account, which is a client company, and its contacts, the people there. A ticket, a deal, an invoice, and an email thread all point back to the same account, which is what makes the history one history.
How things get in
- People type them in, or import spreadsheets of accounts, contacts, or contact lists.
- Email arrives at support and sales channels you forward your mailboxes to, and becomes tickets or sales inbox items.
- Your website and product feed it through the Support Hub chat widget and the floating launcher, which identify visitors and create contacts.
- Your own systems use the REST API, with keys you scope yourself.
Two things worth knowing on day one
- Roles decide what people see. A menu group with nothing the role can do in it disappears entirely. See Create your workspace and invite your team.
- Sandbox mode is a view of test data inside the same workspace. A banner shows while it is on, and everything created then is test data.
Where to go next
Quick start gets a new workspace receiving and sending email in an afternoon. The Set up track has the full detail for each step.