🗂️ Clients

Add clients, track their status and open their portal.

• Add a client

  Add a new client from the Clients screen.

• Client statuses: Prospect, Active, Inactive

  What each client status means and how clients move between them.

• Import your clients from a spreadsheet

  Bring in your client list from a CSV file: names, emails, phones and more. Nothing is sent to your clients.

• Archive or delete a client

  Hide a client you're no longer working with, or remove one for good.

• Custom client fields

  Add your own fields to capture the same detail on every client.

• Invite a client to their portal

  Give a client sign-in access to their own Client Portal.