Client Management

Each client has a comprehensive profile including:

• •Contact Information — Company name, address, phone, and email
• •Key Contacts — Primary and secondary contacts within the organization
• •Project History — All past and current projects
• •Communication Log — Complete history of interactions
• •Billing Details — Payment terms, invoices, and outstanding amounts

Keep a complete record of all client interactions:

• •Email Logging — Automatically log emails sent and received
• •Notes — Add meeting notes and call summaries
• •Tasks — Create and assign follow-up tasks
• •File Sharing — Attach documents and files to client records

Generate detailed reports for each client:

• •Time Reports — Hours spent by project, task, and team member
• •Billing Reports — Invoice history and payment status
• •Activity Reports — Summary of all interactions and progress
• •Export Options — Download reports as PDF, CSV, or Excel