Clients

Manage clients, branches, and custom data

Comprehensive client database with multi-location branch support. Add custom fields with 15 field types to capture industry-specific data. Link clients to tasks, visits, and submissions.

Client Database

  • Comprehensive client records with contact information
  • Multi-location support with branch management
  • Client-linked tasks, visits, and submissions
  • Search, filter, and sort across all client data
  • CSV import/export for bulk data management

Client Database

Custom Fields

  • 15 field types: text, numbers, dates, dropdowns, multi-select, currency, images, and more
  • Add industry-specific data to client records
  • Custom fields available on both client and branch levels
  • Data lookup from forms — pull client data into submissions

Custom Fields

Use Cases

How Teams Use Clients

Retail Account Management

Store chain details with branches per location, track visit history, and link merchandising submissions.

Property Management

Manage properties as clients with branches per unit, attach maintenance requests and inspection records.

Who uses this:
Account ManagersSales TeamsField WorkersAdministrators

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