Client Management

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Client management

Designed to manage client-related data, interactions, and project involvement.

Client Management:

  • Store and manage client details

  • Attach documents like contracts, proposals, and agreements

Project Association:

  • Link clients to specific projects

  • View project history and ongoing work per client

Billing & Payments:

  • Generate invoices based on project milestones

  • Track payments and pending amounts.

Reports & Insights:

  • Generate reports on client activity and project status.

  • Analyze revenue contribution per client.

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