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Client Center Overview

Great for client information and CRM

Client Center is designed to store CRM information and content related to clients and potential clients. Typically, the information stored at the client level is about the client relationship and not related to a specific project or sale opportunity. Each client can have their own workspace to store documents, contacts, links, tasks and more.

Client Center Sample:

Client Center lists all clients or prospective clients along with the most important fields of data that can then be used to sort, sequence or filter the list.  Multiple views can be configured and saved for future use.

Client Workspace Sample:

When adding a client or prospective client to the Client Center, users have the option to create a workspace for managing client-related information. Default information for client workspaces includes:

Details Additional client details Our Contacts Key internal contacts related to client
Links Additional client links Projects Projects related to client
Contacts Key client contacts Opportunities Opportunities related to client
Invoices Client invoice documents Contracts Client contract documents
Issues Client issue list Documents Client documents
Tasks Tasks related to client  

Client Center How-To Video: