Client Management

Keep all your clients organised in one place. Store contact details, view project history, and maintain professional relationships with ease.

Your Client Database

Keep all your client information in one organised place. Store names, contact details, addresses, and see how many projects you've completed for each client. Search and filter to find any client instantly.

  • Store unlimited clients
  • Contact details and addresses
  • See project count per client
  • Quick search functionality
Client database

Quick Actions

Take action directly from your client list. View client details, edit information, or mark clients as inactive. Quick action buttons make managing your client database effortless.

  • View full client profile
  • Edit client details quickly
  • Mark inactive clients
  • Show/hide inactive clients
Client quick actions

Project History

See the complete history of work you've done for each client. Track how many projects you've completed, view past quotes and invoices, and maintain a professional relationship based on clear records.

  • Complete project history per client
  • View associated quotes
  • View associated invoices
  • Track repeat business
Project history

Ready to organise your client relationships?

Start managing your clients professionally and build lasting relationships.

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