Client Management - Scannable Client Statuses and Stats

A Smarter Way to Manage Clients Across Your Agency

When your agency is juggling multiple clients, projects, and deliverables, a clear and customizable client management system is essential. Lifted Work offers a flexible, powerful dashboard that gives you a full picture of every client—all in one place.

Quick Client Creation and Overview

At the heart of the client dashboard is simplicity. You can easily:

• Add new clients

• See your full client list

• Scan essential status metrics at a glance

Each client is displayed with key details that help you make fast, informed decisions. And since everything is sortable, you can easily prioritize based on what matters most—like pending milestones, internal updates, or requests waiting to be handled.

Custom Columns for What Matters to You

No two agencies track the same things. That’s why Lifted Work lets you define your own custom columns based on the services you offer.

Want to track:

• Monthly blog post quotas?

• Google Ads status or ad budget?

• Hourly budgets by client?

No problem. In the settings, you can add custom fields with a title, data type, and input options. Once configured, these fields appear directly in your main client view—sortable, editable, and filterable just like any other column.

Smart Filters and Focused Views

Need to see just a few metrics at once? Create custom filters to hone in on what you care about.

You might create views like:

• Clients with pending milestones and internal updates

• A streamlined Ads View showing just budget and status

• A Budget Check-In showing monthly hours, assigned tasks, and hours worked

This lets you build practical workflows around specific roles or priorities, without the clutter of irrelevant data.

Real-Time Workload & Time Tracking

Lifted Work makes it easy to see how your team is allocating time across clients. By default, the dashboard shows:

• Tasks assigned this month

• Hours worked so far

• Tasks completed

Sort by hours or task count to spot over- or under-served clients instantly. Mid-month check-ins are effortless—just open the dashboard and see who needs attention, who’s on track, and where adjustments are needed.

Ad Status and Budget Visibility

For agencies managing campaigns, keeping tabs on ad spend and campaign status is critical. With Lifted Work, you can:

• View Google Ads status at a glance

• See current monthly ad budgets

• Edit and adjust directly from the dashboard

It’s perfect for quick campaign reviews and budget allocation decisions without needing to dig through separate systems.

Instant Client Portal Preview

Every client in Lifted Work has a dedicated portal—and with one click, you can view exactly what your client sees.

You’re logged in as yourself, but the view reflects the real client experience, allowing you to:

• Double-check deliverables

• Confirm how updates appear

• Quickly navigate into the client’s portal or detailed screen

This helps you keep communication consistent and aligned with client expectations.

One Dashboard to Stay in Control

From sortable metrics to custom columns and intuitive filters, Lifted Work’s client management screen helps you run a tighter, more efficient agency. You’ll:

• Avoid blind spots

• Quickly spot under- or over-served clients

• Keep deliverables and budgets on track

• Maintain a consistent client experience

Whether you manage five clients or fifty, Lifted Work gives you the clarity and tools to scale without dropping the ball.