Client Management Documentation
What is Client Management?
Client management is the foundation of your business relationships. Our system allows you to store and organize all client information in one place, making it easy to track interactions, manage opportunities, and maintain strong relationships.
Tip: Keep client information up-to-date to ensure accurate communications and effective relationship management.
Client Information
Our system captures comprehensive client information:
Primary Details
- Contact name and title
- Company name and industry
- Business address
- Phone numbers
- Email addresses
Additional Info
- Preferred contact method
- Business size and revenue
- Decision maker information
- Relationship history
- Communication preferences
Adding New Clients
- Navigate to the Clients section in your dashboard
- Click "Add New Client"
- Enter primary contact information
- Add company details and additional contacts if applicable
- Include relevant notes about the client relationship
- Save the client record
Client Segmentation
Organize your clients with tags and categories for better management:
By Industry:
- Tech & SaaS
- Healthcare
- Finance
- Retail
- Manufacturing
By Size:
- Enterprise
- Mid-Market
- SMB
- Startup