Clients

Put the businesses you serve into your workspace so projects can be tied to them.

Keep a running record of conversations and decisions on each client's page.

Tidy your client list by moving inactive businesses out of the way without losing their history.

Link jobs to the business they're for, in bulk, from one dialog.

Cut through a long client list with tabs, search, sorting, filters, and views.

Connect each job to the client it's for, so the relationship is visible everywhere the project appears.

Build the category vocabulary that colors and organizes your client list.