client management
Build even stronger client relationships
Roll out the red carpet for every client in a dedicated room for collaboration. Instead of sharing file links and juggling feedback, invite them to work together in a common space that organizes every file, app, and image.
Make async client work a reality
Sometimes—actually, most of the time—the best meeting is a canceled meeting. When all of a project’s links, apps, and docs are in one place, you can stop defaulting to meetings and start moving async work forward faster.
Make every client feel like a VIP
You might not be able to wine and dine everyone, but you can engage each client with a custom, collaborative room for all their work. Add docs, files, links, and recordings for easy access to everything during—and between—meetings.
Stay on top of all the details
Does your head spin trying to keep track of client work? Stop context switching and stay organized. With everything related to a client or project in one spot, the whole team has a bird’s-eye view of how work is going.
Move work forward async
Not every client interaction needs to be a meeting. By adding work to client rooms, anyone can jump in at any time to check on work async and move projects forward async—without losing touch.
Every app you use with clients works in Switchboard
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Other ways to use Switchboard
Learn how you can get more done as a team—and cut more meetings—on all types of projects.
Host memorable customer training & onboarding
Move your audience from checked-out to hands-on with shared control of everything in the room, even browsers.
Move work forward async
Move your audience from checked-out to hands-on with shared control of everything in the room, even browsers.