Client Management
Manage client relationships and communications. Choose a SupaBook guide below for step-by-step instructions.
Client Management articles
- Managing Client Profiles: Keep detailed records of all your client information
- Client Communication History: View and log all client interactions in one place
- Importing Clients and Contacts: Bring contacts into Clients with CSV upload or Gmail import
- Managing Multiple Contacts for One Organization: Store one organization as the client and add multiple people under it
- Client Portal Setup: Give clients a simple workspace for next steps, projects, documents, payments, and appointments
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