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.

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 (Active/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

1. Click the "New Client" button in the top-right corner
2. Paste the client's website URL
3. The system will automatically extract company information, logo, and basic details
4. Review and confirm the imported information

Manual Entry

If no website is available or automatic extraction doesn't work:

1. Click "New Client"
2. Enter client information manually:
   • Company name
   • Country/location
   • Industry categories
   • Contact details
   • Priority level

Bulk Upload via CSV

For adding multiple clients at once:

1. Prepare a CSV file with the required columns:
   • companyName (required)
   • website (required)
2. Click "New Client" and select the bulk upload option
3. Upload your CSV file
4. The system will process each row and automatically extract information from the provided websites
5. 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 Active/Inactive clients using the status toggle
• Advanced Filters: Use the "Filters" button to apply more specific criteria

Status Management

• Active: Currently engaged clients
• Inactive: Past clients or dormant relationships

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

• Keep client status updated as relationships evolve
• Use descriptive categories to improve filtering and organization
• Regularly review and update priority levels
• Maintain accurate contact information for effective communication

The clients interface provides everything you need to maintain strong client relationships and efficiently manage your client portfolio across all stages of engagement.