Client operations
How do I keep client work, invoices, projects, and follow-ups in one place?
Use a shared client record that links the active projects, tasks, invoices, communication, and next actions. The information can remain in specialized systems, but staff should be able to reach the important status from one client view.
What to check
- What information is needed at the client level?
- Which systems already own invoices and project data?
- Can one client ID connect those records?