Build stronger client relationships with AI-powered insights, maturity assessments,
managed services delivery, business reviews, and proactive risk monitoring — all in one platform.
From onboarding to retention, manage every aspect of the client lifecycle with data-driven insights, AI-powered analysis, and proactive engagement tools.
Clients & Engagements
Client Profiles
Comprehensive client records with contacts, engagement history, health scores, and relationship mapping.
Engagement Lifecycle
Track engagements from activation to completion with work streams, budgets, and status workflows.
Client Onboarding
Multi-phase onboarding templates with task assignment, client participation via portal, and document uploads.
Application Portfolio
Track application inventory with lifecycle stages, tech stack, criticality levels, and health assessments.
AI, Assessments & Questionnaires
AI Content Generation
AI-powered generation of review sections, risk descriptions, roadmap initiatives, and assessment insights with customizable prompt templates.
Maturity Assessments
Define maturity frameworks with dimensions and levels. Score assessments, set targets, and track gap analysis over time.
Questionnaires
Build dynamic questionnaires with multiple question types, map answers to maturity dimensions, and collect responses via portal.
AI Improvement Suggestions
Auto-generate improvement suggestions from assessment scores with accept, reject, and defer workflows.
Reviews, Risk & Satisfaction
Review Management
Plan and execute business reviews with sections, scorecards, action items, client signoff, and PDF export.
Risk Register
Enterprise risk management with likelihood/impact matrix, severity tracking, mitigation plans, and owner assignment.
CSAT & NPS
Customer satisfaction surveys with automatic NPS scoring, trend analysis, and portal-based response collection.
KPI Tracking
Define custom KPIs per engagement with configurable tracking frequency, target values, and historical trend data.
Work Management & Roadmaps
Kanban Board
Visual work item tracking with drag-and-drop, priority levels, hour logging, and per-engagement board views.
Strategic Roadmaps
Gantt-style timeline and kanban views for initiative planning with work item linking and portal sharing.
Reporting & Export
Health reports, work item analytics, engagement summaries, and CSV export for external analysis.
Client Portal
Self-service portal for review signoff, onboarding tasks, CSAT surveys, roadmap views, and questionnaire responses.
Managed Services
Runbook Automation
Define reusable runbook templates with recurring tasks, checklists, and cadence scheduling. Auto-generate work items daily, weekly, monthly, or quarterly.
License Tracking
Track software and service licenses with renewal dates, vendors, costs, and quantities. Automatic renewal reminders keep you ahead of expirations.
Delivery Teams
Organize delivery teams with role assignments, engagement mapping, and workload visibility across your managed services portfolio.
Report Scheduling
Configure automated monthly and quarterly report generation per engagement with customizable templates and preparer notifications.
Integrations & Security
Contract Sync
Clients and engagements auto-sync from Citadel Contracts via webhooks with automatic record creation.
REST API & Webhooks
Full API access for engagements, applications, and work items with HMAC-signed webhooks and delivery tracking.
Custom Branding
Custom logo, favicon, colors, and CSS per organization with separate portal branding for client-facing views.
SSO & Multi-Tenant
Enterprise SSO via OpenID Connect, multi-organization support, TOTP two-factor auth, and role-based access control.