Client Management

The client module stores all information about your clients and links to their projects, invoices, and communication history.

Client Profiles

Each client record includes:

Company Name — The client’s business name
Contact Person — Primary point of contact
Email & Phone — Contact information
Address — Physical or mailing address
Industry — For segmentation and reporting
Notes — Free-form notes about the relationship

Client Dashboard

Each client has its own mini-dashboard showing:

Active and completed projects
Total invoiced and outstanding amounts
Recent interactions and notes
Associated leads (if converted from CRM)

Client Portal

Clients can be given access to a read-only portal where they can view project progress, download invoices, and leave feedback. This is configured per-client.