Clients
Keep your client list, contacts, and addresses organized - and segment them with tags and notes.
3 articles
Manage clients and contacts
Create a client, add their contacts and addresses, set a primary, and keep a running notes timeline.
Organize clients with tags and notes
Tag clients to group them and use notes to keep context your whole team can see.
The client portal
What a client can see and do once they sign in to their own portal: view proposals and invoices, pay online, save a card, send a request, and message you.