Tools
·
Workspace
Clients
📇 Client CRM
🧠 Tools remember each client
↪ Year-over-year carryforward
🔒 Stays in your browser
1
Add each client once
2
Work in any tool
3
Pick up next year
👁
See an example firm
A sample book of 5 clients — exactly how yours will look once you’re set up.
Show example
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Your clients
Real, private to this browser