Manage the entire relationship from one place.

Account Management

Be the best partner to your clients.

• Proactive engagement support. Connect Eiros and it reviews client email, updates fields and sentiment, drafts responses, and highlights issues, all proactively.
• Lifetime view per client. Projects, estimates, purchase orders, financials, files, and activity roll up on one record, auto-sorted by what's active.
• A permissioned client portal. Contracts and project visibility run through your branded portal, with access set per person and a history of what was sent and signed.