Client space

Everything about a client, in one place

Documents, conversations with each contact, important dates: every business or individual has their own space, shared by the whole team.

One overall conversation

Emails, calls and notes from every contact brought together in a single thread, filterable by person.

Linked documents

Quotes, contracts, invoices: filed in the client’s space, found in an instant.

Keeping track of dates

Last conversation, next deadline, renewal: you know where every relationship stands.

What you can do

  • Business and individual records
  • Full history for each contact
  • Timeline of completed steps
  • Relationship health indicator
  • Shared access by group

Frequently asked questions

Can I follow individuals?

Yes. Lyane handles businesses, individuals, or both in the same space.

Are emails synced?

Connect Gmail or Outlook: conversations with your contacts are added to their space automatically.

Other features

Your website is all you need to get started.

Enter its address: Lyane prepares your space in a few minutes.