One client record
See a client’s proposals, projects and conversations together.
HomeFeaturesClient and Project ManagementClient accounts
Client accounts
Open a client and their history is in front of you. If someone leaves the team, the knowledge stays in the company.
In the Business and Business Plus plans
What you can do
Excel import
Import and export client data with Excel templates.
Paraşüt integration
Leads integrates with the accounting software Paraşüt.
More in this module
Projects, tasks and calendarWho is doing what, by whenStaff KPIs and performanceSee your team’s workload and results in a reportWhen you're ready, let's begin
14 days free. No credit card during the trial, no user limit.
Try it free