Client Accounts in ActionAtlas serve as the foundation for managing customer relationships, projects, and financial interactions. Each Client Account represents a business, agency, or organization that your company works with, allowing for efficient tracking of projects, communication, and billing details.
Why Use Client Accounts?
1. Centralized Client Management
Keep all relevant client details, including contacts, communication history, and project data, in one place.
The client dashboard provides a complete overview of each account
2. Streamlined Project Collaboration
Assign projects to specific clients and track progress, milestones, and deliverables with ease.
Tip: Keeping projects organized by client makes reporting and analysis more efficient.
3. Integrated Communication & Documentation
Store emails, contracts
Client Accounts in ActionAtlas serve as the foundation for managing customer relationships, projects, and financial interactions. Each Client Account represents a business, agency, or organization that your company works with, allowing for efficient tracking of projects, communication, and billing details.
Why Use Client Accounts?
1. Centralized Client Management
Keep all relevant client details, including contacts, communication history, and project data, in one place.
The client dashboard provides a complete overview of each account
4. Financial Tracking & Reporting
Monitor project budgets, track expenses, and generate financial reports associated with each client for improved business insights.