Add and Manage Clients
Keep your client list organized with contact details and tags.
Add a client
Go to Clients and click "+ Add client". Enter their name, email, phone, and any tags (e.g. "VIP", "Referral"). The client is now available across projects and emails.
Client profile
Click a client to see their full profile — contact info, linked projects, email history, notes, and timeline of interactions.
Tags and filtering
Add tags to clients for easy filtering. Use the search bar to find clients by name, email, phone, or tag.