Clients and projects
Every client, with their whole story.
The agent turns every conversation into a project: the idea, the references, the placement, the size and the appointments. The client file brings it all together.
Projects kept up to date
If the client changes the size or adds a reference, the project is updated and the change is recorded. You, your client and the agent always see the same thing.
The client file
Contact details, the projects you have done together, your notes and, from Trace, a summary of the conversation whenever you ask for one.
Your existing clients
Add the clients you already have by hand and keep them all in one place.
In the app
A list with filters (new, active, with an upcoming appointment), quick actions and a bin in case you delete someone by mistake.
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