Clients
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Your clients
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Add the first one with just their name. Everything else can wait until you need it.
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Add client
Just a name is fine. Fill in the rest later.
Person
Company
Client name
*
Add more details
Status, email, phone, tags, follow-up
Company name
Email
Status
Prospect
Active
Past
Archived
Phone
Tags
Notes
How does it feel to work with them?
🙂
Easy
😐
Fine
😕
Difficult
Private to you.
Remind me to follow up
Use my default
Every 7 days
Every 14 days
Every 30 days
Every 90 days
Never
Billing details (address, VAT, currency, rate, payment instructions) live in the client's profile and are filled in when you first invoice them.
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