Client Management
Manage all your clients in one place. Profiles, contacts, notes, projects, and financial history — all in one platform.
What You Can Do with Client Management
- Detailed profile and notes per client
- All projects linked to a client in a single view
- Client-based income-expense analytics
- Bulk import/export via CSV
Frequently Asked Questions
How many clients can I add?
Solo: 50, Team: 500, Enterprise: unlimited.
Can I import my existing client list?
Yes. Import client lists in CSV format.
How do I view client history?
On the client detail page, all projects, expenses, and notes appear.
Can multiple team members access the same client?
Yes. Manage with role-based access control.
What does client analytics include?
Total revenue, expenses, project count, and task completion rate.