Accounts & contacts
The client record everything else hangs off.
Accounts and contacts are the CRM layer for delivery — billing contacts, stakeholders, and the org every project, ticket, and invoice belongs to.
No card · Live in minutes
1
client record
No
orphan billing emails
Accounts
Active
48
Contacts
212
This month
6 new
Sound familiar
Three questions worth asking first.
Where Kestrio differs
Most CRMs stop at pipeline. Kestrio accounts are the record delivery, billing, and the portal all hang off.
Billing a contact that is not even on the account?
Projects, tickets, and invoices each pointing at a different client name?
Importing a spreadsheet and then cleaning it by hand?
What's included
What you get.
Every engagement has a client home.
Leads captured and qualified, then converted to accounts and deals
People are attached before they are used.
Accounts with status, owner, and billing contact
Migration does not mean retyping.
Contacts linked to the right account before they are used
One account feeds the rest of the suite.
CSV import for accounts and contacts
Feeds projects, invoices, portal invites, and tickets
On the account
- Account status
- Owner
- Billing contact
- Contacts
- Projects
- Invoices
- Tickets
- CSV import
In the same layer
Keep going.
Portfolio health
Active
24
On track
18
At risk
4
Northstar ERP rollout
On trackHelix onboarding
On trackAtlas data migration
At riskProjects & tasks
Plans, milestones, budgets, baselines
Sprint 14 · Northstar
Velocity
32 pts
Remaining
4 days
Done
9 / 16
To do
In progress
Done
Agile
Sprints, epics, boards, velocity
Open tickets
SLA met
96%
At risk
4
CSAT
4.8
Service desk
ITSM tickets, SLA, CSAT, KB
Do I need a separate CRM?
Accounts and contacts cover the delivery CRM. HubSpot and Salesforce stay the pipeline source if you already run one.
Can I import existing clients?
Yes. CSV import is available on Accounts and Contacts.
Where is the billing contact used?
Invoices, reminders, and portal invites use the contact on the account — so it has to be linked first.
Put accounts & contacts on your ledger.
Set it up on a real engagement and see it against your own numbers. Start free, or [email protected]