Clients
Manage your client relationships and projects
Total Clients
24
+3 from last month
Active Projects
18
+2 from last month
Avg. Project Value
$3,450
+$250 from last month
Client Retention
92%
+2% from last month
JC
Jane Cooper
Active
VIP
Referral
Fitness Studio
Contact Information
jane@fitnessstudio.com
(555) 123-4567
fitnessstudio.com
Client Details
Client since: Jan 12, 2023
Total spent: $4,200
Last contact: 2 days ago
Projects & Status
Website Redesign
In Progress
65%Mobile App Development
Planning
15%Next meeting: Tomorrow, 2:00 PM
Notes
Looking to expand digital presence with additional marketing services
RF
Robert Fox
Active
New Client
City Cafe
Contact Information
robert@citycafe.com
(555) 234-5678
citycafe.com
Client Details
Client since: Feb 3, 2023
Total spent: $2,800
Last contact: Yesterday
Notes
Interested in social media management after current project completes
LA
Leslie Alexander
Potential
Lead
Riverside Books
Contact Information
leslie@riversidebooks.com
(555) 345-6789
riversidebooks.com
Client Details
Client since: Mar 15, 2023
Total spent: $0
Last contact: 1 week ago
Projects & Status
No active projects
Next meeting: Not scheduled
Notes
Initial consultation completed, awaiting proposal approval
JJ
Jacob Jones
Active
Maintenance
Smile Dental
Contact Information
jacob@smiledental.com
(555) 456-7890
smiledental.com
Client Details
Client since: Dec 5, 2022
Total spent: $3,500
Last contact: 3 days ago
Notes
Discussing maintenance contract for completed project
EH
Esther Howard
Inactive
Past Client
Green Gardens
Contact Information
esther@greengardens.com
(555) 567-8901
greengardens.com
Client Details
Client since: Oct 20, 2022
Total spent: $1,200
Last contact: 2 months ago
Projects & Status
No active projects
Next meeting: Not scheduled
Notes
Previous project completed, no current engagement