Stop managing clients
in spreadsheets
Driftwood gives your team one place to track projects, manage deliverables, share progress with clients, and log every billable hour — so you can focus on the work, not the admin.
Sound familiar?
Client services teams outgrow generic CRMs fast. Driftwood is built for how you actually work.
"Where's my deliverable?"
Clients shouldn't have to chase you for status updates. Give them a portal with real-time visibility into every project.
Scattered across tools
Stop juggling spreadsheets, email threads, and shared drives. One place for projects, files, approvals, and communication.
Hours lost to admin
Manual status reports, approval chasing, and time tracking in separate apps eat into billable hours. Automate the busywork.
Everything your team needs
to deliver great client work
From project kickoff to final invoice, Driftwood keeps your team and your clients on the same page.
Project & Engagement Tracking
Manage every client engagement from kickoff to completion. Track project value, retainer status, renewal dates, and assigned team members. Switch between a detailed list view and a drag-and-drop Kanban board to visualize your pipeline by stage.
- Kanban board with drag-and-drop
- Retainer & renewal tracking
- Project value & revenue tracking
- Custom workflow stages
Deliverable Checklists & Approvals
Break projects into deliverables your team can check off as they go. Request client approval on any deliverable and track status from pending through approved or changes requested. No more email threads asking "is this approved?"
- Create & reorder deliverables
- Request approval with one click
- Track approval status per item
- Completion percentage at a glance
Client Portal with Magic Links
Share a secure, branded portal link with your clients. They can view deliverables, approve work, request changes, leave comments, and download shared files — all without creating an account. Toggle portal access on or off at any time.
- No client login required
- Approve or request changes inline
- Comment threads per deliverable
- Control which files clients see
Time & Hours Logging
Log billable and non-billable hours directly against each project. See per-project summaries of total hours and billable hours so you always know where your team's time is going — and what to invoice.
- Billable vs. non-billable toggle
- Per-project time summaries
- Team member attribution
- Date-based time entries
Client Health Scores
Every project gets an automatic health score based on recent activity, deliverable progress, and time investment. Spot at-risk accounts before they churn — no manual check-ins required.
- Automatic health calculation
- Healthy / Needs Attention / At Risk
- Factor-by-factor breakdown
- Zero manual effort
File Sharing & Attachments
Upload files to any contact, company, or project. Control which files are visible in the client portal and which stay internal. Clients download approved files directly from their portal link.
- Attach files to any record
- Portal visibility toggle per file
- Secure signed download URLs
- Global attachment search
Custom workflows that match your process
Define your own project stages or start with defaults. Drag projects across your Kanban board as work progresses.
Proposal
New business is being scoped and quoted.
Active
Work is underway. Deliverables are being completed.
Review
Client is reviewing deliverables and providing feedback.
Complete
Project wrapped. Time to send the final invoice.
Give clients visibility
without giving up control
Generate a secure magic link for any project. Your clients can view deliverables, approve work, request changes, and download files — all without creating an account or learning a new tool. You control exactly what they see.
- Share a single link — no client signup needed
- Clients approve or request changes with one click
- Threaded comments keep feedback organized
- Toggle portal access on or off instantly
- Choose which files are visible to clients
Built for teams like yours
Whether you run an agency, a consultancy, or a professional services firm, Driftwood fits the way client services teams work.
Marketing Agencies
Manage campaign deliverables, track billable hours, and let clients approve creative assets through their portal.
Consulting Firms
Track engagements by stage, log consultant hours, and share project milestones with stakeholders.
Design Studios
Organize design projects with deliverable checklists, collect approvals, and share final files through the client portal.
Legal & Professional Services
Track matters and cases as projects, log billable time, and give clients visibility into progress without phone tag.
Plus everything else you need
Manage your full client database with custom fields, tags, and smart search.
Log calls, emails, meetings, and notes on every contact, company, and project.
BCC a unique address and emails are automatically logged to the right contact.
Invite your team, assign module access, and collaborate on shared accounts.
Revenue by client, project health trends, and contact growth — all at a glance.
Connect Driftwood to your stack with OAuth apps, API tokens, and real-time webhooks.
Migrate from spreadsheets or another CRM in minutes with guided column mapping.
Check project status, log time, and manage contacts from your phone.
Ready to run client services
without the chaos?
Start your 14-day free trial. No credit card required.
Start Free TrialPlans start at $19/month. See pricing