Clients & Engagements
CartonCrew’s CRM core. Clients are the orgs / individuals you work with; Engagements are units of work with them (status: discovery → active → complete), carrying deliverables and AI-drafted documents.
Who this is for: anyone with the client_manager.manage capability.
What’s here
| Article | What it covers |
|---|---|
| Creating an engagement | From client onboarding through engagement kickoff. |
| Managing deliverables | Tracking the deliverables and status of an engagement. |
For the templated documents (proposals, scopes-of-work, contracts) generated from an engagement, see Templates → Running a template.
Last updated: 2026-06-01 · Applies to: CartonCrew v1.57+