Knowledge Base
Client Management
Managing Client Communications
How to use Atellier's communication tools to maintain professional client relationships and never lose context.
Centralize all client communication
Every email, call, and message with a client should be logged in one place. Atellier's client communication hub shows the complete interaction history for each contact, making it easy for any team member to pick up where someone else left off.
Use the activity feed on each client record to log calls, attach files, and add internal notes that only your team can see.