One clear system
Project & Task Workspace
A customer workspace with clear ownership
- Owner clear
- Deadline visible
- Handoff ready
Account Management
Stop dropping the ball on customers.
Organize customer requests, projects, recurring work, deadlines, and handoffs so the team can see what is happening and who owns the next move.
Account Management is Sato’s business-operations system for customer work, ownership, and follow-through.
In plain English
How can Sato help us organize and manage customer accounts?
Sato organizes customer requests, projects, deadlines, handoffs, and follow-up inside one accountable account view. Your team can see what is happening, who owns the next move, and where a customer relationship needs attention.
From request to accountable delivery
Customer work stays healthier when ownership, status, and the next handoff live in one trusted view.
Sato brings customer work, owners, deadlines, blockers, and handoffs into one operating view so updates stop living across disconnected messages and meetings.
Work coming in
01Requests
02Projects
03Recurring work
04Team tasks
What gets organized
A working view your team can trust.
The system brings the essential signals together without hiding the people, decisions, or next steps behind the software.
Owner
Due date
Status
Handoff
Blocked / Next action
What success feels like
A customer workspace with clear ownership.
- Everyone can see what is moving
- Blocked work has a visible next action
- The next handoff is clear
Account Management services
Design. Build. Support.
Start with the work that needs attention. Sato will recommend the right path instead of forcing every business into the same package.
01
Design
We find where the work piles up.
02
Build
We build the systems you need, then connect them.
03
Support
We keep it running and tell you what changed.
01 Design
Business System Design
Design gives you a plan.
We find where the work piles up.
What the design covers
- Trace how work moves today
- Find where it stalls
- Show what it's costing
- Decide what to fix first
Clear visibility into how one critical workflow really works — and what to fix first.
See what Design covers02 Build
Business System Build
Build gives you a system.
We build the systems you need, then connect them.
What the build covers
- Connect your tools
- Automate the repeat work
- Set up the trackers
- Turn on the reporting
A practical operating system with clear owners, connected tools, and visible next steps.
Works with the tools you already use
- HubSpot
- Salesforce
- Airtable
- Asana
- ClickUp
- monday.com
- QuickBooks
- Calendly
03 Support
Business System Support
Support gives you a team.
We keep it running and tell you what changed.
What we support
- Keep it running
- Train your team
- Report every week
- Fix what breaks
A maintained system with accountable support, reliable reporting, and a clear improvement rhythm.
See what Support coversAll three together
Start at the stage that matches where you are.
01 Design
Business System Design
We find where the work piles up.
$1,500
See what Design covers02 Build
Business System Build
We build the systems you need, then connect them.
Scope confirmed first
See what a Build covers03 Support
Business System Support
We keep it running and tell you what changed.
Scope confirmed first
See what Support covers
Start with the work in front of you
Make account management easier to see, own, and improve.
Show us how the work moves today. We will help you identify the first useful system to review, build, or support.
Talk to our team