Client Profile Management

Keep all your client information secure, organized, and easily accessible. Centralize key data, manage tasks, track proposals, and handle billing information—all in one place.

Secure Client Information

Store basic client details such as contact information, service preferences, and history, all securely in one location.

Notes and Insights

Add detailed notes to each client profile to track interactions, preferences, and special requirements, ensuring you stay informed and deliver personalized service.

Associated Tasks

Keep track of tasks related to each client, allowing your team to stay on top of ongoing work, project timelines, and deadlines.

Associated Proposals

Access and manage proposals directly from the client profile, making it easy to track approval status, update details, and manage communications in one place.

Billing Information

View and manage each client’s billing details, including payment methods, transaction history, and upcoming payments, ensuring that your financials stay organized.

Assign Managers and Customizable Roles

Assign team members to specific clients with customizable roles, allowing you to control access to sensitive information and ensure tasks are delegated appropriately.

Did you know?

A well-organized client profile not only saves time but also improves client relationships.

With all your client’s key data, tasks, and billing information in one place, you can manage your clients efficiently while delivering personalized service that keeps them coming back.