Use case · Mini-CRM
Clients and the work on them, in one table.
Turn on the client book in a project and it reads as one: a row per client, the columns your business actually runs on, and the work for each client right under its row. Nothing leaves the tracker to get there.
A row is a client
Recorded inside the product, in a client book made up for the camera. Sound on for the commentary.
A client is an issue of its own type, so it comes with comments, files, history, watchers — and the same API and MCP as everything else. The work on a client is its children: open the row and it is underneath; on the board it gathers under the client’s card.
Mini, because it is a table of clients with the work under each one — not a sales system with a deal pipeline, follow-up reminders or an email history.
Columns of your own
The project writes down the columns it needs, of six kinds: a list with colours, a country, a number, a date, a person, a line of text. A value that does not fit its column is refused on the spot, never quietly dropped.
The same columns are on the client’s card — in a line, or as a two-column table when there are a dozen of them — and an empty one still has its row, because an empty field is exactly what somebody opens the card to fill.
Edited in the cell
The name, the owner, the status and every column of your own change right in the table. It is the same write the card makes, so history, notifications and your agents all see it.
Out as a spreadsheet
One .xlsx with your columns in your order — the whole book, not the page on the screen. A number stays a number and a date stays a date, which a CSV opened in a spreadsheet never promises.
Your agents keep it too
Over MCP an assistant can do everything a project lead can with the book: list and change its columns, and fill them in on a client by name. The rules are the same ones the table keeps, so a value the table refuses is refused to the assistant too.
Try it on your own clients.
Two people, one project, everything switched on. The first month is free and needs no card.
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