Client information
Key contacts, industry notes, and relationship status live in a salesperson's CRM export and a shared 'clients' spreadsheet that nobody trusts. When that person leaves, the account memory leaves with them.
Hypervault holds client name, contacts, and relationship notes in an encrypted EU vault, with permissions so account teams see their book and nobody else browses the full list.
Why store Client information in a digital vault
The real contact is in a private notebook
CRM has the generic switchboard; the decision-maker is in someone's phone. Key contacts on the vault item survive the handover.
Relationship status is tribal knowledge
Prospect, active, paused, and churned are argued in standup. A status field stops the team pitching a closed account.
Industry and company data live in three tools
Billing, CRM, and a side sheet disagree. One client item with company and industry is the internal reference.
Notes include pricing that should not be company-wide
A shared Drive folder is not a permission model. Vault access can stay with the account team.
Who uses this template
Account managers
Keep client contacts, industry, and relationship status in a vault item the next owner can inherit.
Customer success
Record notes and key contacts without dumping them into a public Slack canvas.
Founders doing sales themselves
Park the book of clients in an EU vault before it only exists in personal mail.
Fields in this template
Keep every record complete and easy to find. Existing fields stay as they are; extras are added only when a vault item would otherwise be incomplete.
- Client name
- Contact information
- Company
- Industry
- Relationship status
- Notes
- Key contacts
How it works in Hypervault
Create from the template
Add an item from the Client information template in your workspace.
Fill and attach
Complete the fields and attach supporting files where needed.
Share with the right roles
Give access only to the people who maintain or use this record.
Store it in a vault, not a spreadsheet
Create a workspace, pick this template, and keep credentials and supporting files encrypted in the EU.