Clients
Manage your client relationships, contacts, and business information in one centralized location.
Manage your client relationships, contacts, and business information in one centralized location.
Overview
The Clients feature provides a complete CRM solution for managing your client relationships. Keep track of contact information, project history, communications, and business opportunities all in one place.
Key Features
- Client Database - Comprehensive client profiles and contact information
- Contact Management - Multiple contacts per client organization
- Project History - View all projects associated with each client
- Communication Log - Track all interactions and touchpoints
- Document Storage - Store contracts, proposals, and client documents
- Client Portal Access - Manage client access to their dedicated portal
- Custom Fields - Add industry-specific information fields
- Client Tags - Categorize clients by type, industry, or status
- Revenue Tracking - Monitor client value and profitability
Getting Started
Build stronger client relationships:
- Adding and organizing clients
- Managing client contacts
- Tracking client projects and history
- Setting up client portals
- Managing client documents
- Analyzing client metrics
Coming Soon
This documentation is currently being developed. Check back soon for comprehensive guides on using the Clients feature.
Need immediate help? Contact our support team or visit the FAQ section.