Client Management

Manage clients and also grow with them.

7 articles in this collection
Written by Akhilesh Subramanian

Client Management- Overview

An hawk-eye view of everything you achive with Superops.ai's Client Management module.

Written by Akhilesh Subramanian
Updated over a week ago

Managing Client Relationships

Adding a new client

Helps you with details on client creation process and adding custom client fields

Written by Akhilesh Subramanian
Updated over a week ago

Communication with clients

Communicating with clients through Superops.ai's client management module

Written by Akhilesh Subramanian
Updated over a week ago

Viewing your client List

Manage client lists and modify them to match your working style

Written by Akhilesh Subramanian
Updated over a week ago

Manage prospects

Grow your business by successfully converting prospects to clients

Written by Akhilesh Subramanian
Updated over a week ago

Contract Management and Invoicing

Creating client contracts

Create and maintain contracts

Written by Akhilesh Subramanian
Updated over a week ago

Generating invoices

Creating and sending invoices.

Written by Akhilesh Subramanian
Updated over a week ago