Maintain a simple client record
Store a business name, contact, email and service. The demo supports creating and editing these fields without leaving the workspace.
Put the relationship in context.
A clear directory for your clients, contacts and services.
Explore the workspace ↗Connect clients to delivery
Each project belongs to a client. The client directory counts open projects so you can see the work behind the relationship.
Search with less effort
Find a record by business name, contact or service. Use fictional contact information while evaluating the prototype.