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 per client: contact info, notes, and tags
- All projects, tasks, and expenses linked to a client in a single view
- Client-based income-expense analytics and dashboard charts
- Bulk client import and export via CSV
Frequently Asked Questions
How many clients can I add?
Solo plan: 50 clients. Team plan: 500 clients. Enterprise plan: unlimited clients.
Can I import my existing client list?
Yes. Import client lists in CSV format. Our support team helps with field mapping.
How do I view client history?
On each client detail page, all projects, expenses, documents, and notes appear chronologically.
Can multiple team members access the same client?
Yes. Role-based access control lets you define which team members can access which clients.
What does client analytics include?
Total revenue, expenses, project count, and task completion rate per client shown as charts.