One platform for your entire growth ecosystem
ClientHub — One Login, One Source of Truth, One Bill
ClientHub is the platform layer that anchors every app in the ProfitShapers ecosystem. It owns user identity, the org chart, billing, the company profile, and the assessments data that every satellite app reads from — so customers stop reconciling user lists, permissions, and org charts across half a dozen disconnected tools.
The Problem
The alternative is reconciling users, permissions, and org charts across 5–10 disconnected SaaS tools
Every team that grows beyond a couple of point solutions hits the same wall: who's a user where, which permissions belong to which role, whose org chart is canonical. Onboarding takes days, role changes get missed in three of the five tools, and nobody trusts any single picture of the business. ClientHub eliminates the reconciliation work entirely — one identity, one bill, one org structure that every app in the ecosystem honors.
Who It's For
Built for the people who use it every day
Advisory firm principals running a portfolio of client organizations
Mid-market CEOs running their own org without an external advisor
Client-org executives and team leaders signing in across multiple apps
Operations staff managing org structure, billing, and assessments
Key Capabilities
What ClientHub does
Unified identity & access — every door goes through the Hub
One sign-on across every app, with mandatory multi-factor authentication for every user. No one reaches any app in the ecosystem without going through the Hub first — one front door, one identity, one audit trail.
Multi-tenant permissions by company role
Sensitive organizational information is protected by per-user permissions based on company role — controlled and easily adjusted within the Hub — so each organization's data is visible only to the people cleared to see it, across every app.
Self-healing code and 24/7 monitoring
The entire ecosystem runs under 24/7 ecosystem-wide monitoring with self-healing code — issues are detected and corrected around the clock, backed by continuous multi-layer backups.
Org structure & teams, designed in one place
Teams — including nested sub-teams — are created, named, and staffed directly in the org-chart builder, and every app resolves membership from the published chart. Import your org from CSV; export the chart as PNG or PDF for board decks.
Assessments that ground the people layer
Organizational baseline, leadership, talent, and psychometric assessments with anonymous fill-out links and automated reminders — feeding a two-axis talent grid (culture fit × performance) calibrated against the company's own core values and its leadership-set Bar, plus a composite team-health score per team.
TerraSage AI, grounded in your real operating picture
Ask questions about your own business and get answers grounded in your actual current Rocks, KPIs, talent, plans, and values — pulled live and permission-checked per user, not from a generic model.
Financial records, imported and protected — on your terms
Import financial statements from CSV, Excel, or PDF — PDF import uses AI-assisted extraction with a human review step before anything is saved. Then run the book your way: open book for the whole organization, closed book held to you and your finance team, or custom visibility by user and team — a Hub setting you can adjust at any time.
Billing and plans that never hold data hostage
Secure online billing, headcount-banded bundles, and a 30-day free trial at the full Transformation level. Plan gating locks access but never deletes data — downgrade and your work waits intact; re-upgrade and it's all back.
Built for advisory firms, not just single companies
A three-tier model (Platform → Advisory Firm → Client Organization) with firm branding on client surfaces, an Advisor Cockpit that rolls up the whole portfolio — with meeting notes that file themselves to the right client's timeline — and a built-in advisory marketplace where clients can compare firms, take intro calls, and accept a proposal in one click.
Your vocabulary, everywhere
An org-level terminology system: rename the core operating concepts — the annual plan, quarterly initiatives, meetings, sessions, the org chart — once, and every app in the ecosystem renders your words automatically.
Use Cases
How leadership teams put ClientHub to work
- 1
Onboard a new client organization: create the tenant, import the org chart, invite the leadership team, assign the baseline assessment, and configure billing in one workflow
- 2
A CEO opens the platform and finds today's focus surfaced by the AI advisor, with a recommended next action that deep-links to the right satellite app
- 3
An advisor working across six client organizations rotates between them all morning without ever signing in again
- 4
Talent assessments feed leader-development picks in TheFORGE, Rocks roll up to the Strategic Dashboard, and KPI scores flow to Scoreboards — without manual data movement
Part of the ProfitShapers Ecosystem
ClientHub works even better with the rest of the platform
Every app in the ProfitShapers ecosystem is built to work together — one login, one subscription, one source of truth for the entire engagement.
Why we built it this way
ClientHub isn't a standalone tool — it's one purpose-built app in a connected ecosystem, all reading from a single source of truth. Read the philosophy behind the ecosystem and how ClientHub builds your the four intangible capitals.
Rock Manager
Quarterly Rocks that move enterprise value
Quarterly Rocks anchored to the annual plan and to the company's value drivers — so quarterly work always traces back to what makes the business worth more.
Scoreboards
KPI scoreboards for every team, every leader
Score weekly against KPI definitions designed in Seat Optimizer — so the numbers each team tracks are the numbers their seat actually exists to move, never invented in a vacuum.
PlaybookPro
Build the playbooks. Rehearse them until they win
Playbooks live in the system, not in one veteran's head — and the rehearsal layer is the differentiator. A playbook nobody has practiced is a document, not a capability.
Ready to put ClientHub to work?
Start your 30-day free trial — no credit card required, full access to ClientHub and the rest of the ProfitShapers ecosystem.
Start Free Trial