Every client on one card, not six spreadsheets
Small agencies lose hours re-finding what they already know about a client — the point of contact, the monthly deliverable count, which handles they run, whether the retainer is current. ThodaLogic Ops keeps all of it on a single client record that everyone on the team can see.
Clients
5 clients- ZZenith RetailActive
- BBloom & CoActive
- KKavya InteriorsActive
- MMetro RealtyActive
- SSpice Route FoodsLead
What you get
One record per client
Contact person, email, phone, industry, relationship status and notes — plus the social accounts you manage for them and their monthly reel / graphic targets.
Retainer value tracked
See contract value per client so you always know which relationships carry the business, without exporting anything to a sheet.
Activity log
Log calls, meetings, emails and follow-ups against the client so the account history survives someone leaving the team.
Searchable directory
Global ⌘K search jumps straight to a client, their content, or their invoices from anywhere in the app.
Common questions
Is this a full CRM?
No — it's a focused client directory for agencies. There's no sales pipeline, lead scoring or email sequencing. If you need those, keep your CRM; ThodaLogic covers the operational side once someone is a client.
Can clients see their own record?
Clients get a separate portal scoped to only their content, approvals and invoices — they never see your internal client list or notes.
Explore more
Move every post from brief to posted with a live auto-priority engine, a two-gate review f…
Client portalGive every client a clean portal to review and approve work in one timestamped click — no …
InvoicingGenerate GST-ready ₹ invoices in seconds, track paid / unpaid / overdue automatically, and…
Run your whole agency in one place
Client management is one part of ThodaLogic Ops. Clients, content, approvals, invoicing, team and reports — one login, one bill.
