Clients and projects
One record per client: contacts, notes, files, meetings, the pipeline before the work and the money after it. Projects group the work and the finance of one engagement.
Features
Pipeline
Prospects move across lanes from New to Won, with an owner, an expected value and the proposals and estimates sent. A won prospect becomes a client.
Summary
A client's record opens with a written summary of what has happened, drawn from its tasks, invoices, meetings and notes.
Finance
Billed, paid and due, the margin and the expenses, on the client and on each of its projects.
Meetings
Meetings, their decisions and the tasks they produce stay with the client.
Projects
Estimates, invoices, payments, expenses and tasks attach to the project, with its contract and milestones.
Everything
Everything about the client in one place, including its websites, domains and email accounts where those modules are on.