Clients
Manage client relationships and project portfolios.
Clients
The Clients section provides a comprehensive view of all your client relationships, allowing you to manage past, current, and future clients in one centralized location. This powerful interface helps you track client information, project assignments, and relationship status.
For Different Roles
Agency Owners & Directors
Use the clients view to monitor your client portfolio, track relationship health, and identify opportunities for growth.
Project Managers
Find client details quickly when setting up new projects or communicating with stakeholders.
Account Managers
Maintain accurate client information and track all associated projects in one place.
Client Overview
The main clients view displays a sortable table with all your clients, showing key information at a glance:
- Company: Client company name with logo
- Country: Client's geographical location with flag indicator
- Status: Current relationship status (Lead, Active, or Inactive)
- Categories: Industry tags and specializations
- Priority: Client priority level (high, medium, low)
- Projects: Associated project names
Top Countries Display
The interface shows statistics for your top client countries, helping you understand your geographical client distribution.
Adding New Clients
Quick Add with Website
- Click the "New Client" button in the top-right corner
- Paste the client's website URL
- The system will automatically extract company information, logo, and basic details
- Review and confirm the imported information
Manual Entry
If no website is available or automatic extraction doesn't work:
- Click "New Client"
- Enter client information manually:
- Company name
- Country/location
- Industry categories
- Contact details
- Priority level
Bulk Upload via CSV
For adding multiple clients at once:
- Prepare a CSV file with the required columns:
- companyName (required)
- website (required)
- Click "New Client" and select the bulk upload option
- Upload your CSV file
- The system will process each row and automatically extract information from the provided websites
- Review the imported clients and make any necessary adjustments
Client Management Features
Search and Filtering
- Search Bar: Search across all columns using the "Search all columns..." field
- Status Filter: Filter by Lead, Active, or Inactive clients
- Advanced Filters: Use the "Filters" button to apply more specific criteria
Client Status
Client status is determined automatically from their projects:
| Status | Meaning |
|---|---|
| Lead | All projects are still in Draft status |
| Active | At least one project is Active or Planned |
| Inactive | All projects are Completed or Cancelled, or no projects |
As project statuses change, client status updates automatically. For example, when you confirm a client's only draft project, they transition from Lead to Active.
Categories and Tags
Organize clients using industry-specific categories such as:
- Music & Entertainment
- Digital Marketing
- Project Management
- SaaS
- Productivity
- AI
- Hospitality
- Automotive
- B2B/B2C
- Finance
Priority Levels
Assign priority levels to help manage client relationships:
- High: Key strategic clients requiring immediate attention
- Medium: Standard client relationships
- Low: Lower-maintenance or potential clients
Project History
Each client entry shows associated projects, making it easy to:
- Track project assignments per client
- View client's project portfolio
- Understand engagement history
- Plan future project allocations
Contact Management
The client management system helps you:
- Store comprehensive client contact information
- Track communication history
- Manage multiple contacts per client organization
- Maintain relationship timelines
Best Practices
Track client status through projects. Client status updates automatically as you manage project statuses — create draft projects for leads, and confirm them when the deal closes.
Use descriptive categories to improve filtering and organization.
Regularly review and update priority levels based on current business needs.
Maintain accurate contact information for effective communication.
Related
- Projects — Manage client work
- Creating a Project — Set up new projects for clients