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.