Manage your entire client database with segmentation, contact management, and industry classification. Track client lifecycle from lead to active to VIP status. Store tax compliance information, manage multiple contacts per client, and maintain complete interaction history for better customer relationships.
Add clients with company details, contacts, and tax information
Categorize by industry and segment by status
Link projects, invoices, and tickets to clients
Track all interactions in the client timeline
Comprehensive project management with multi-currency support, payment milestones, file management, and real-time profitability tracking.
Professional invoicing with PDF generation, multiple payment methods, recurring invoices, and payment tracking.
Complete ticketing system with multi-status workflow, priority levels, canned responses, and email integration.
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