Client Management | Striven

Client Management

Software to empower both you and your clients’ success.

Marking a task complete in Striven's project management

Relationships Aren’t Just Transactional

By consolidating client data, project insights, and communication channels into one platform, Striven enables your business to offer personalized experiences, streamline operations, and foster loyalty.


  • Account Management
  • Project Tracking
  • Client Communication Tools
  • Client Feedback Collection

Account Management

Striven’s account management tool allows businesses to view comprehensive client profiles, including contact details, transaction histories, and client interactions.

This centralization of information facilitates tailored client strategies and enhances service delivery, ensuring that client needs are anticipated and met promptly.

striven dashboard
striven project management dashboard

Project Tracking

Project tracking within Striven integrates seamlessly with its CRM capabilities, offering a detailed view of project timelines, budgets, and deliverables.

This integration allows for real-time updates and adjustments, ensuring projects stay on track and clients remain informed and engaged throughout the project lifecycle.

Client Communication Tools:

Striven offers a robust suite of communication tools designed to keep clients informed and engaged.

Features include personalized messaging, document sharing, and real-time notifications, ensuring that clients have immediate access to critical information and can communicate effortlessly with your team.

striven communication tools
Survey submission dashboard

Client Feedback Collection

Gathering and acting on client feedback is simplified with Striven’s feedback tools.

Surveys, feedback forms, and direct communication channels enable businesses to capture client insights effectively, driving continuous improvement and innovation in service delivery.

Striven customer review rating 5 stars


“Striven is an AMAZING tool!”


“It has allowed us to cut out 3 separate platforms which didn’t integrate well with each other.”
—Ian Anderson, Associate Product Manager


Ready to try it? Start here.

Frequently Asked Questions

  • How does Striven ensure data accuracy in client management?


    Striven’s real-time updating and comprehensive data collection mechanisms ensure that client information is always current and accurate, facilitating informed decision-making and personalized client interactions.

  • How does Striven facilitate online payments through the client portal?


    The client portal supports secure online payments, offering a variety of payment methods to accommodate client preferences and streamline transaction processes.

  • Is project progress transparent to clients in Striven?


    Absolutely. Striven’s project tracking feature provides clients with real-time visibility into project status, fostering transparency and trust.

  • Can clients manage their own information within Striven’s portal?


    Striven empowers clients to manage their own information, including contact details and payment methods, enhancing the client experience and reducing administrative overhead.

  • What support options are available for using Striven?


    Striven provides a comprehensive array of support services, including phone and chat support, instructional guides, videos, and a community discussion board.

  • How does Striven enhance client communication?


    With its integrated communication tools, Striven ensures that businesses can keep clients updated, share important documents, and foster ongoing engagement effortlessly.

  • What makes Striven unique in handling client feedback?


    Striven’s feedback collection tools are designed to easily capture and act on client insights, driving service improvement and client satisfaction.

  • Can Striven help automate routine client management tasks?


    Yes, Striven is designed to automate numerous client management tasks, streamlining operations and freeing up valuable time. From automatically updating client records to scheduling communications and managing invoices, Striven’s automation features ensure that repetitive tasks are handled efficiently. This automation not only increases productivity but also allows businesses to focus on providing personalized and high-quality service to their clients.

Striven's Got You Covered

Whatever your business, Striven is here for you, making your workweek just a little easier.