Set up accounts for both active and prospective clients. Track contacts and activities with diary entries. Keep billing information such as billing rates. Track budgets, jobs, and billings with client projects. Review open jobs, billings, account balances, and year vs. year stats by client.
"Account Management" is part of the Clients & Profits ASAP line of products, developed by Clients & Profits.
"Account Management" is part of the Clients & Profits ASAP line of products, developed by Clients & Profits.