Agencies do not manage projects in isolation. Every project belongs to a client relationship, a commercial promise, a delivery team, and often an ongoing retainer.
BreezeLeave gives client records the operational context teams need: projects, documents, signed contracts, cost views, efficiency, retainer teams, and capacity pressure.
What gets missed when clients and projects are separate
- Client health is discussed without current project workload or delivery risk.
- Signed contracts do not automatically become planned project work.
- Retainer staffing and project allocations are tracked in separate places.
- Documents, accounting, cost, and efficiency views are hard to connect to the client.
Client operations coverage
| Capability | Why it matters |
|---|---|
| Client profiles | Track client type, health, project/retainer state, signed-contract status, and delivery context. |
| Project portfolio | Review client projects, retainers, phases, milestones, resources, and project history. |
| Accounting and cost views | Connect client work to revenue, costs, efficiency, retainer allocation, and budget reporting. |
| Documents and handoff | Keep client documents, project files, signed contracts, and handoff assets attached to the account. |
How client teams use it
- Review client health alongside project status, retainers, and delivery risk.
- Use signed-contract handoff to create or update client/project records.
- Plan delivery capacity before moving new work from sales into active execution.
- Keep documents, accounting, workload, and project history visible for account reviews.
Frequently asked questions
Can BreezeLeave manage client records?
Yes. Client records include project, retainer, churned, health, signed-contract, document, accounting, cost, and efficiency context.
Can signed contracts create project work?
Yes. GetAccept integrations can create or update clients and projects, including unplanned work that still needs capacity planning.
Can agencies track retainers by client?
Yes. Retainers, monthly allocations, retainer teams, project accounting, and payment schedules can be managed with client context.