Client Management

The client management option helps to store client data accurately with all associated data points. The personally identifiable data are stored in encrypted mode. There is an option to complete KYC data points of a client and link associated documents for compliance purpose. The authorized persons can access important details when they need it. Such data can be used to send invoice, send promotional emails and more.

All client data are linked with projects discussed, work completed, payment done, and more. The invoice history, project data, and client activities can be brought out using multiple tools of client management. You can add more clients or delete existing one with proper approval.

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