Everything You Need to Stay on Top
Built specifically for Urban Liaison's workflow — from initial client contact to project completion and beyond.
Store every client's details — company, contact, project, approval type, and status — in one organised profile. Add notes, set priority, and track progress at a glance.
Log every interaction — Call, WhatsApp, Email, Meeting, or Site Visit — as a chronological timeline inside each client profile. Never lose track of what was discussed.
Automatically generate reminders from follow-up dates. View overdue, today's, tomorrow's, and upcoming follow-ups in dedicated sections with clear visual alerts.
A personal task board for each team member — add groceries, calls, meetings, or any personal reminder. Separate from client work but always at your fingertips.
All Approvals in One Place
Attach Building Plans, Fire NOCs, Approval Letters, and any project document directly to each client profile. No more hunting through email threads or WhatsApp chats.
- Upload PDFs, images, and documents directly
- Categorise by type — Building Plan, NOC, Approval Letter
- Add notes to each document for context
- Download or delete documents anytime
- All documents tied to the client profile permanently
Client Documents
4 filesBuilding Plan — Tower A
2.4 MB
Fire NOC Certificate
1.1 MB
Municipal Approval Letter
0.8 MB
Site Layout Plan
3.2 MB
Trusted by the Team
What the Urban Liaison team says about their CRM
"This CRM transformed how we manage client relationships. Every follow-up is tracked, every reminder fires on time. We've never missed an approval deadline since."
Vasanth Kumar
Founder, Urban Liaison
"The follow-up timeline is brilliant. I can see the entire history of every client interaction in one place. The document attachment feature keeps all approvals organised."
Priya Sharma
Project Manager
"The daily task manager is a game changer. I use it for both client follow-ups and personal reminders. Works perfectly on mobile — I check it 10 times a day."
Arjun Mehta
Business Development