Clients Overview

Effortlessly manage clients in CRM for Business with intuitive controls, starting from the Client List Page. Access it via the main menu:

:: Main Menu > Customers > Clients



From this page, perform the following actions:

(1) Create a new client account
(2) Edit an existing client account
(3) Delete a client account
(4) Filter clients with a detailed filter panel
(5) Search projects using the free-text search box

View crucial client details:

  • Client ID
  • Company name
  • Main contact/account owner
  • Number of client projects
  • Total invoiced amount
  • Tags for quick identification
  • Client category for classification (e.g., Design Clients, SEO Clients, etc.)


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