Clients Index
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Add Master Client Profile
Bulk Import Clients (CSV)
Upload a .csv file (exported from Excel) with headers and columns in this order: Company Name, Contact Person, Phone, Email
Choose CSV File
Danger Zone
Permanently wipe all clients, contracts, deliverables, tasks, and credentials vault logs from your database.
No Client Selected
Create a master client profile on the left or select an existing client to view their credentials, contracts, and monthly deliverables.