McKnight ClientOS
ClientOS Unified CRM & Client Operations
Every client. Every conversation. Every next step. Connected. — GrowthOS captures the lead; ClientOS runs everything after: Client 360, brand pipelines, tasks, tickets, referrals and transparent health scores across the entire McKnight ecosystem.
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Clients
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Open pipeline $
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Avg health
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Open tickets
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Overdue tasks
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Docs expiring 30d
| Client | Brand | Lifecycle | Health | Value | Next action | Last contact |
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New → Assigned → Investigating → Waiting → Escalated → Resolved → Closed
| # | Subject | Client | Brand | Priority | Status | |
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Regulated verticals (legal, mortgage, credit, housing, gov-con) have vertical-specific compensation rules — disclosure + consent tracked per referral.
| Referrer | Referred | Service | Brand | Disclosure | Comp | Status | |
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