group_off
search
NO CLIENTS FOUND
Your client roster is currently empty. Start by building your database to manage projects, invoices, and credentials more efficiently.
upload_file
CSV / XLSX / JSON
IMPORT CLIENTS
Already have a list? Bulk upload your existing client database using our standard template.
Start Import
arrow_forward
sync
Pro Feature
SYNC CRM
Connect your Hubspot, Salesforce or Pipedrive account to automatically sync client data.
Configure Integration
arrow_forward
Quick Guidelines
- check_circle Unique email addresses are required for all client profiles.
- check_circle Assigned account managers can be set during creation.
- check_circle Clients can be grouped into custom industry segments.