Client management (CRM)

A full profile per client: details, chats and dealings in one place.

Manage each client relationship from a single profile that gathers their details, conversations, contracts and invoices, so your team knows a client's history before replying.

How to use it

• Create a client profile and add contact details and key information.
• Their conversations and contacts link to the profile automatically.
• Track their contracts and invoices from within the same profile.

How it works in the system

• Each client is linked to their conversations, contracts and invoices, shown together in one record.
• The team shares the same data, so nothing is duplicated or lost.
• Permissions control who can view and edit client data.