Client management hub

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.

Client management hub

Switchboard helps project and relationship managers and their clients:

  • Stop context switching with everything in one space
  • Make progress faster by avoiding miscommunications
  • Templatize rooms to save time, but personalize to their needs
  • Communicate across docs, tools, meetings, and videos
  • Create more efficient feedback loops

Use any tool, including:


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

Any web-based tools work natively in Switchboard’s browser apps—so you can close out those extra tabs and let your product shine. Just paste a URL into the canvas and you’re in. You can add images, videos, text, sticky notes, and PDFs too.

All the tools you already use work with Switchboard

Share, guide, decide, do

Take back your time, client relationships, tools, and tasks by uniting them in Switchboard to get work done.


Share, guide, decide, do

Take back your time, client relationships, tools, and tasks by uniting them in Switchboard to get work done.

Client management hub resources


7 project kickoff meeting ideas to keep energy high

Discover ideas for how to bake engagement and participation into your kickoff meeting to keep people focused and the energy high.

How to create a compelling space to collaborate with clients

Optimize billable hours while building healthy client relationships and faster feedback loops in a Client Room in Switchboard.

How to build a company performance dashboard

Bring together your Sales and marketing data, user research, product engagement, analytics reports, customer feedback, in one view with no code in a Company Performance Dashboard room in Switchboard.

Simple steps to better training

After years of walking this training tightrope, here are the key insights we’ve learned – and relearned. These 5 strategies will make training material stick.


Get on the same page.
In the same space.

Bring everyone and everything together into a
dynamic, digital work canvas.