Clients and your CRM
Keep every client and every note in one place.
- Add and manage clientsAdd a client in the Clients area to keep their details, sessions, and notes together in one record, so you always have the full picture in front of you.
- Move clients through your pipelineYour pipeline shows where each client is, from a new lead to active to past, and you can move them along and customize the stages to fit how you work.
- Session notesSession notes are your private space to capture what happened with each client and each session, kept in their record and visible only to you.