The client delivery platform
your agency actually runs on
Most tools give you a task board and call it project management. ProfilePartner HQ connects every task to the client record, the email thread, the deadline, the rota and the person accountable — so nothing sits in someone's head.
Built for client work, not generic projects
Every surface assumes you are delivering for named clients with money and deadlines attached.
Task boards that know the client
Every task carries the client logo, MRR, bucket, deadline pill and subtask progress — grouped by client, never by guesswork.
CRM built from real activity
Client records auto-build from email, Stripe and booked calls. Unassigned contacts get captured instead of lost.
Deadlines with real urgency
Overdue, today and coming up — sorted by pressure across every workspace, with automatic time tracking per assignee.
Shared inbox, Gmail quality
Send and receive from client records with full formatting, signatures and green-tick read receipts on opens.
Rota that syncs itself
Task deadlines and Calendly bookings become rota blocks per teammate — colour coded by status, no double entry.
Knowledge centre + SOPs
Curated collections, video playbooks, reply templates and engagement tracking so training actually gets used.
One board for every client, priority-first
Urgent, due today, blocked and new-today filters sit at the top. Rows group under the client with logo, MRR and open count — with inline status, assignee, bucket and deadline changes that never need a modal.
- Client-grouped rows with logos
- Inline status, assignee and deadline
- List, tiles and kanban views
A CRM that reflects what actually happened
Records merge duplicate contacts, roll up billing, and log every email and booked call automatically. Recently new and unassigned tabs surface relationships before they turn into clients.
- Auto-logged email + call history
- MRR and billing on the record
- Recently new & unassigned pipelines
Personal accountability across every workspace
Each teammate gets one chronological view of everything assigned to them — overdue first, then today, then coming up, with subtask progress and client context attached.
- Overdue-first grouping
- Subtask progress inline
- Works across all group workspaces
Capacity, calls and deadlines on one grid
Deadlines create rota events for the assignee automatically and Calendly bookings drop straight in, so you can see who is actually free before promising a delivery date.
- Auto-synced from task deadlines
- Calendly bookings inline
- Status-coloured blocks
SOPs, playbooks and templates people actually open
Curated collections by function, embedded video walkthroughs, table of contents on every guide, plus likes, views and read-tracking so you know what the team has consumed.
- Curated collections and videos
- Reply templates and SOPs
- Read + engagement tracking
Revenue and team performance, not vanity charts
See what each client is worth and how the team is actually delivering against it — from the same data your tasks already run on.
Open one page and know exactly what today is
Booked calls, tasks due today, this week's commitments and anything overdue — assembled for the person signing in, not a generic dashboard.
Stop stitching five tools together
Client CRM, delivery boards, shared inbox, rota, knowledge base and reporting — one login, one source of truth, built for teams who bill for their time.
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