Eclipse Cloud Feature

Client Management (CRM)

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.

What It Solves

  • Keep all client information organized in one place
  • Segment clients by status (Lead, Active, VIP, Inactive, Churned)
  • Track multiple contacts per client organization
  • Maintain compliance with tax number tracking

Key Capabilities

  • Client segmentation (Lead, Active, VIP, Inactive, Churned)
  • Multiple contacts per client organization
  • Industry classification and categorization
  • Tax number and compliance tracking
  • Client activity history and timeline
  • Quick search and filtering

How It Works

1

Add clients with company details, contacts, and tax information

2

Categorize by industry and segment by status

3

Link projects, invoices, and tickets to clients

4

Track all interactions in the client timeline

Frequently Asked Questions

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