The whole portfolio on one platform, each client in its own space.
A service provider works across the whole portfolio or steps into one client's space: everything shown, received and imported belongs to that client.
Each client, separated by the database itself
The database rules only return the data of the clients each person can reach. Even if a query went wrong, nothing from another client would come out.
One space per client
Pick the client at the top and every screen narrows to it. A shared link opens the same space.
Per-client integrations
Each client's Qualys or Tenable, filtered by the tag of its assets. One Slack or Teams channel per client that only gets its own.
Work requests to the CRM
Every work request reaches the CRM or ticketing tool with its data, with no copying by hand.
Access by client and project
Each person works on the clients and projects granted to them or that they are assigned to. A group grants the same access to several people at once.
Per-project guest access
A client or a third party sees only the specific project that belongs to them, without exposing the rest of the portfolio.
Granular roles
Differentiated roles (consultant, technical lead, admin, client, guest): each person sees exactly what they should.
Per-client service catalog
Each client has its own catalog of contracted services, without relying on external spreadsheets to keep track.
Work teams
A team is assigned to a project as a whole: all its members are assigned at once. Included in every plan, with no cost per team.
Scale the portfolio without scaling operational chaos.
A conversation about the current client volume.