Product
Customer health and visibility, unified.
Every customer, every system, one page. In production at our customers since 2018 — custom-deployed for each business we work with.
The problem
Most growing companies end up with the same shape of mess: customer data lives in Salesforce, support load lives in Jira, contracts live in shared drives, deployments live in spreadsheets, and the "complete picture" of a customer lives only in the head of one senior person who's been there since the start.
That's the gap ClientShape fills — not by replacing any of those systems, but by reading from all of them and presenting the result as a single, daily-use internal portal.
What ClientShape does
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Unified customer record
Pull data from Salesforce, Jira, support tools, billing, deployment systems — into one customer page that anyone in the business can read.
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Cross-team visibility
Sales sees what support sees. Engineering sees what customer success sees. No more 'I'll have to check with the team and get back to you.'
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Alerts where your teams already work
Release changes, case updates, renewal dates — pushed into the channels your teams already watch, like Slack or Microsoft Teams, instead of another inbox to check.
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A full activity log
Every change is tracked and filterable — whether it was made in ClientShape or synced in from a connected system. Handy in an audit, invaluable in a dispute.
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Fewer paid seats
Staff who only need to see customer data don't need licenses in Salesforce, Jira, and the rest. ClientShape becomes the read-only window — the per-seat costs stay where they're earning their keep.
Then it becomes yours
A unified view is where ClientShape starts, not where it ends. ClientShape is also the home for capabilities you can't get from any off-the-shelf tool — modules built on your data, inside the portal your teams already use every day. Modules running in ClientShape deployments today include:
- Customer agreements & license audits
- License keys & usage reporting
- Customer invoicing & credit notes
- Billing-email automation
- Annual fee-increase processing
- Quotes, orders & fulfillment
- Hardware serial-number tracking
- Gated software downloads
- Reseller portal
- Project reporting & approvals
- Financial index tracking
- Customer sentiment reporting
Integrations
ClientShape is custom-deployed per customer. The systems we commonly integrate include:
- Salesforce
- Jira
- Jira Service Desk
- HubSpot
- Chargebee
- NetSuite
- Freshdesk
- Monday.com
- DocuSign
- Zoom
- Slack
- Microsoft Teams
- AWS
- Custom internal systems
Anything else on your stack? Tell us what you run — chances are we've integrated it before.
In production since 2018
Eight years of daily use at VOSS Solutions
ClientShape is in daily use at companies from telecoms software to financial-index providers. The longest deployment, at VOSS Solutions, has run since 2018 — through eight years of the underlying systems changing around it.
License audits, customer agreements, and our opportunity forecasting all run through ClientShape. The data we used to chase across systems and spreadsheets is just there when we need it.
Who it's for
Companies past the "single spreadsheet" phase: 50–500 staff, running Salesforce or an equivalent CRM, with multiple support and operational systems that don't talk. Industries don't matter as much as the shape of the problem.
Pricing
Custom-deployed per customer. We scope each engagement against your specific systems and team. Talk to us and we'll come back with a realistic estimate within a week.
See it against your own stack
Tell us which systems hold your customer data today, and we'll show you what one page per customer would look like for your business.
Talk to us about a fit