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Help Center / Clients & contacts / Adding and managing clients
Adding and managing clients
Create a client, work from its page, and keep your list tidy.
Adding a client
- 1
Open CRM → Clients and press Add → Add client
Enter the main contact's name and email. Company, phone and internal notes are optional.
- 2
Decide on portal access
Enable client portal access emails them a branded invite. Leave it off to just keep a record.
- 3
Save
The client appears in your list. If the invite couldn't be sent, you'll see a warning with the reason, such as the email already belonging to another login.
Your plan limits how many clients you can have: 5 on Free, 50 on Starter, 500 on Professional, and unlimited on Advanced and Enterprise. Sample clients don't count. Archived clients still do, until you delete them.
The client list
- Search by name, email or company. Sort by name, number of contacts or date created.
- Choose which columns to show from the view menu. Your choice is remembered in your browser.
- Each row's ⋯ menu lets you view the profile, edit, resend the portal invite, copy the portal link, or archive.
- Export (in the Add menu) downloads the clients you're looking at as a CSV.
A client's page
Open any client to see everything about them in one place.
- Headline numbers: total revenue, outstanding balance, active projects and open tasks.
- Quick actions: New Project, Send Invoice and Message, pre-filled for this client.
- Tabs: Overview (recent projects and invoices, internal notes), Projects, Invoices, Calendar and Activity (a searchable history of everything that's happened).
- Contacts, Tags and Custom fields cards, covered in their own articles.
- Internal notes are only ever visible to your team.
Put things your team needs to remember (billing quirks, preferred contact times) in the internal notes. Clients never see them.
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