Customer Relationship Management

Build Stronger Client Relationships from Day One

Taskeeper gives you a complete 360° view of each customer—contacts, project history, interactions, documents, and more—all organized and actionable.

Unified Customer Profiles

Customer Information in One Place

Keep track of customer types, business details, addresses, and contact records in a unified profile.

Track Affiliates with Ease

Manage Multiple Affiliates for Each Client

Link affiliates, partners, and points of contact to each customer. Capture emails, phones, and roles without switching systems.

Log Every Touchpoint

Log meetings, calls, and communications in a searchable, filterable timeline. Stay aligned with your team and never lose track of client conversations.

Inclusive Client Portfolio One Click Away

Easily view all projects, delivery dates, budgets, and statuses related to any customer — organized and accessible right inside the profile.

Ready to Transform The Way You Manage Customers?

Empower your team with a unified view of every client. From contact history to active projects, Taskeeper ensures seamless communication and smarter decision-making.

Manage Your Customers for Free Today