Every client, one record
Who they are, what you do for them and what happens next, in one place.
CRMBeing built
Snow AI CRM
Your side of the work: every client, every service, the money and the follow-ups, with one switch that shows you exactly what the client sees.
For agencies and firms · Admin view and Client view · Being built now
MLMaria LopezHousehold · Maria and Luis
Services
Tax · 2026 returnHealth plan · Silver 94
Money
INV-1043 · $450.00Due
Renews
Silver 94 · 1 Jan 2027$38/month+ Follow-up
Portal
Not signed in yet · invite by link
Language
Español
Recent
W-2 uploaded from her phonePortal
Form 8879 sent to signSign
INV-1043 sent with a pay linkInvoice
Your health planSilver 94 · $38/month
Renews1 Jan 2027
Your 2026 tax returnReady to sign
Invoice INV-1043$450.00 · Pay
Your notes, follow-ups and earnings stay on your side.
Logged · you opened Client view · Maria Lopez · 10:42
Today4 tasks
- Renewal call · Silver 94RenewalMaria Lopez · renews 1 Jan 2027
- Send tax checklistFollow-upMaria Lopez
- Review consulting rateHourlyJohn Doe · $50 of $150 target
- Send Portal invite linkInviteAna Patel · no email yet
Admin only · never shown to the client
How it works
Add them once. Everything you do for them lands on their record.
1
Add the client, with or without an email
Keep a client on your side first. Invite them by link to take over their account when they are ready.
NameAna Patel
EmailNone yet
PortalInvite later
2
Every service sits on one record
The tax return, the health plan, the invoices and the signatures, each opening in the product that holds it.
Tax · 2026 returnHealth plan · Silver 94INV-1043 · $450.00Form 8879 · Sign
3
Follow up, and see what they see
Renewals and follow-ups come to Today. One switch shows the client’s own screen, read-only.
TodayRenewal call · Silver 94
ViewClient view · read-only
How agencies use it
The questions you ask every day, each with a screen that answers it.
TodayWhat needs me today?
Follow-ups, renewals and invites for every client, in one list. Tick one off and it moves to the client’s history.
CRMPortal
Today4 to do
Renewal call · Silver 94Maria Lopez · renews 1 Jan 2027Renewal
Send tax checklistMaria LopezFollow-up
Review consulting rateJohn Doe · ConsultingHourly
Send Portal invite linkAna Patel · no email yetInvite
RenewalsWho renews on 1 January?
Every plan with its renewal date and its price. A renewal without a follow-up says so, and one click puts the call in Today.
CRMGetCovered
Renewing 1 Jan 20272 clients
Maria LopezSilver 94 · $38/monthCall set
Garcia familyHealth planNo follow-up
Follow-ups are added a month ahead, or whenever you choose.
MoneyHas Maria paid her invoice?
Each invoice sits on the client it belongs to: sent with a pay link, reminded, paid and receipted, through Invoice and Stripe.
InvoiceStripe
INV-1043 · Maria LopezPaid
$450.00Sent with a pay linkInvoice
Reminder sentInvoice
Paid by cardStripe
Receipt sentInvoice
HourlyAm I charging John Doe enough?
Set a target for what an hour of each service should earn. CRM puts what it actually earned beside it, so an undercharged client stands out.
CRMInvoice
John Doe · ConsultingUndercharged
Earned per hour$50
Target per hour$150
Short of target$100
Client viewWhat does Maria see right now?
Flip to Client view and you are looking at her screen, read-only. Every look is logged, and it works before she has ever signed in.
CRMPortal
Maria Lopez
Your health planSilver 94 · $38/month
Your 2026 tax returnReady to sign
LanguageEspañol
Logged · you opened Client view · 10:42
New clientCan I add Ana Patel before she has an email?
Yes. Keep her record on your side and do the work. When she is ready, send her a link and the account becomes hers.
CRMPortal
Ana PatelNew client
EmailNone yet
Kept byYou
PortalInvite link copied
She takes over her account from the link. Nothing you did is lost.
Core capabilities
What CRM keeps for you.
Every service beside it
Each service shows on the client and opens in the product that holds it.
The money
What is due, what is paid and what was reminded, client by client.
Follow-ups and renewals
Tasks with a date and a client. Renewals turn into calls before they are due.
Earned per hour, against your target
See which clients pay what your time is worth, and which don’t.
Admin view and Client view Being built
Exactly what the client sees, read-only and logged, even before they have a login.
Connects to your tools
The family on one side, your tools on the other, the client in the middle.
What happens in the rest of Snow AI shows up on the client’s record, and so does what comes in from outside.
P
PortalThe client’s own account
T
TaxTheir return and its status
G
GetCoveredTheir health plan and renewal
I
InvoiceInvoices, reminders, receipts
S
SignWhat they signed, and when
D
DocumentsLetters and proposals for them
CRMMaria Lopez
Health plan · Silver 94GetCovered
2026 return · ready to signTax
INV-1043 · paidStripe
W-2 · filedGoogle Drive
Renewal textTwilio · soon
S
StripeCard and bank payments
T
Twilio SoonTexts to clients · SMS not switched on yet
G
Google DriveBring your files across
≡
CSV importBring your client list from a spreadsheet
Admins stay in control
You decide who sees what, and every look is written down.
Health records and tax records are each locked under their own key. No staff role can open them, whatever its settings say.
Roles
RoleClientsMoneyClient view
Owner✓✓
Admin✓✓
Stafffront desk✓—
Audit log
- 11:23Staff closed Client view · Garcia family · 3 min
- 11:20Staff opened Client view · Garcia family · read-only
- 11:05Owner let Staff open Client view
- 10:42You opened Client view · Maria Lopez · read-only
More from the family
All products →Every client, and what comes next, in one place.
CRM is being built now. One sign-up opens it beside Portal, Tax and the rest of the family.
Examples shown are illustrative