Client management

Clients

Filter by name, status, location or services to find clients fast.

Total clients

{{ totalClients }}

Active clients

{{ activeClients }}

Open invoices

{{ invoiceSummary.openInvoices }}

₹{{ invoiceSummary.openAmount }}

Search & filters

Client list

Manage all clients and quick actions.

Name Company Status Service Location Actions
{{ client.name }} {{ client.company }} {{ client.status }} {{ client.services }} {{ client.location }}
No clients match the selected filters.

Client summary

Total clients

{{ totalClients }}

Active clients

{{ activeClients }}

Leads

{{ leadCount }}

Quick tips

  • Use client tags to quickly filter service categories.
  • Keep WhatsApp and email fields updated for automation.
  • Set reminders on new leads as soon as they are created.

Add Client

Import clients from CSV

The CSV should include columns: Name, Company, Status, Services, Location, Phone, Email, WhatsApp, Tags, Notes.

Edit client