Client management
Centralize client details, services, contacts, and engagement history in one organized profile linked directly to their projects.
Built for client-facing teams
Manage Clients and Projects in One Organized Workspace
Connect client engagements to project delivery. Track timelines, manage deliverables, and collaborate with your team — without juggling a CRM, a project tool, and a document system separately.
The problem
Why client-facing teams lose time to disconnected tools
Managing clients across email, spreadsheets, and a separate project tool creates gaps, delays, and frustrated clients who feel like they are chasing you for updates.
Client details scattered across email and chat
Deliverables agreed in email, project work tracked in one tool, invoices in another. When clients ask for an update, teams scramble to piece together the full picture.
No single view of what is owed to which client
Managing five clients simultaneously with no centralized system means deliverables get delayed, scopes expand quietly, and no one notices until a relationship is at risk.
Documents stored in drives no one can find
Proposals, contracts, reports, and working files spread across personal drives, email attachments, and shared folders that nobody maintains.
No accountability on client timelines
Without clear ownership on each client deliverable, delays happen without warning and clients are left wondering what your team is actually working on.
What's included
Everything professional services teams need to deliver for clients
Worklay connects client management, project delivery, and team coordination in one workspace so you can focus on doing the work — not tracking it.
Project delivery
Manage deliverables, milestones, and tasks with kanban boards and timelines built into every project — not bolted on.
Document management
Store proposals, contracts, reports, and working files directly against each client or project — always findable, always in context.
Timeline tracking
See all client deadlines and project milestones in one place so nothing is missed when you are running multiple engagements.
Team collaboration
Assign team members to client projects, manage workload, and keep everyone aligned with comments and updates on every task.
Delivery reporting
Generate project progress reports and delivery summaries that give clients — and leadership — a clear view of what has been done.
Client management
Client management
Every client engagement, organized from start to finish.
Worklay gives each client their own organized space — linked projects, services, documents, and contacts — so your team always has the full picture before a client call or review meeting.
- Client profiles linked to projects and services
- Document storage per client
- Full engagement history in one view
Project delivery
Project delivery
Deliver on time, every time — with visibility to prove it.
Each client project has a task board, timeline, and reporting dashboard built in. Track deliverables, manage deadlines, and generate progress reports without any extra admin work from your team.
- Milestones and deadline tracking
- Deliverable status visible to the whole team
- Progress reports for client reviews
Pricing
Start lean, scale when your team is ready.
Simple monthly plans in INR. Core tools included from day one. No hidden fees.
Free
For small teams just getting organized.
INR 0forever
- 5 employees
- 3 projects
- Core task boards
- Basic leave tracking
Most popular
Pro
For growing teams that need full visibility.
INR 2,999per month
- 50 employees
- Unlimited projects
- Time tracking
- Advanced reporting
Enterprise
For larger organizations with complex needs.
INR 9,999per month
- Unlimited employees
- Custom roles
- Audit-ready access
- Dedicated support
All prices are in INR. GST may apply. Payments processed via Razorpay.
Questions
Frequently asked questions
What is client and project management software?
Client and project management software combines client relationship tracking with project delivery tools — letting teams manage engagements, deliverables, timelines, and collaboration in one place.
How does Worklay connect clients to projects?
In Worklay, each client is linked to one or more projects. You can track services, attach documents, and manage the full engagement lifecycle without switching between a CRM and a project tool.
Can I track deliverables across multiple clients?
Yes. Worklay gives you a cross-client view of all active projects, deliverables, and deadlines so nothing falls through when managing multiple engagements at once.
Does Worklay support document management for client projects?
Yes. Documents are linked directly to projects and clients in Worklay. Proposals, contracts, reports, and working files stay organized and accessible to the right team members.
Is Worklay suitable for agencies and consulting firms?
Yes. Worklay is a natural fit for agencies, IT services companies, and consulting firms that manage multiple client projects simultaneously — combining project management, team coordination, and reporting in one workspace.
Deliver for every client — without the admin overhead.
Connect your clients, projects, and team in one workspace. Start free and set up your first client engagement in minutes.