Clients & opportunities
Keep the relationship in one place, from the first enquiry to ongoing client work.
One client, shared context
Use the client record for contacts, company details and linked work. Projects, invoices and documents can refer back to that relationship.
Follow the opportunity
Track leads through the sales pipeline. Keep their value, probability and next step in view, then convert a won lead into a client.
Keep the history useful
Log calls, meetings and emails alongside the activity already attached to the client. A teammate should be able to understand the relationship without searching your inbox.