Client list with search and filters
Clients view supports search plus status filtering so teams can review active, prospect, inactive, churned, and on-hold accounts fast.
Clients Hub
Client workspace for contact records, follow-ups, files, notes, and dedicated communication.
Lyniti Clients Hub keeps relationship data, communication, and supporting files together so teams do not have to rebuild client context across multiple systems. It is useful for teams that need both operational records and active client follow-up in one place.
Best for
- Teams managing active clients, prospects, and at-risk accounts in one system.
- Workflows that need client notes, portal access, files, and communication connected.
- Operations that want unread client chat and client health signals close to account records.
Priority and health tracking
Each client carries priority, status, and health score fields, making it easier to spot important relationships and at-risk accounts.
Client notes and detail records
Client detail page stores contact details, notes, relationship metadata, and editable profile data in one place.
Client files and secure portal access
Each client can have dedicated file area plus portal invite flow so shared documents and client-facing access stay organized.
Embedded client chat
Client detail page connects with client-specific chat, and main client list surfaces unread counts from those conversations.
Frequently asked questions
What can teams track in Lyniti Clients Hub?
Clients Hub stores client details, notes, status, priority, health score, file areas, portal access, and client-specific chat.
Can clients have their own file space?
Yes. Each client can have a dedicated file area, plus portal invite flow for client-facing access.
Does Clients Hub connect to Chat?
Yes. Client detail pages connect to client-specific chat, and unread counts surface in the main clients list.