Client Database
Store all client contact info, billing address, company details, and notes in one searchable directory.
← All Features
Feature
Client Management
Keep every client relationship organized — full client database with contact info, job history, billing addresses, and direct portal access management.
What's included
Job Linking
Connect each client to their active and completed jobs — see the full relationship history at a glance.
Portal Invitations
Invite clients to their project portal directly from their client record. One click and they're in.
Multiple Contacts
Store multiple contacts per client — owner, project manager, accountant, and more — each with their own details.
Billing Address
Dedicated billing info separate from the site address — clean data for invoicing and financial reporting.
Activity History
View all interactions, logs, communications, and job history for every client in one place.
Custom Notes
Add free-form notes, flags, and reminders to any client record — capturing context that matters.
Search & Filter
Quickly find any client by name, job, status, or location — even with hundreds of clients in the system.
Happy clients refer more clients.
Stay organized to stay connected.
A complete, organized client database means every interaction is informed and professional.