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Client Sense

Last Updated: July 1st, 2026

Overview
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Client Sense Overview

Description

Client Sense is a relationship intelligence / enterprise relationship management (ERM) platform that connects the dots, helping firms maintain, strengthen and leverage critical connections by identifying "who knows who" and turning scattered information into a clear, unified view of relationships. Recognizing that as much as 80% of revenue stems from existing relationships, it helps firms uncover opportunities and identify risks in key client relationships, without the frustration of spreadsheets or juggling data across systems.

Product Snapshot

Parent Company
Client Sense
Year Founded
2016

Features

Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)

CRM, Marketing and Business Development
Encryption
Customization
Messaging
Client Intake
Scheduling
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Product Snapshot

Parent Company
Client Sense
Year Founded
2016
Social Media

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