Clients
Client records, groups, custom fields, quotes and affiliates.
Affiliates
Let clients earn commission by referring customers: how affiliates sign up, how commission is earned and matured, and how you pay it out.
Client groups and custom fields
Group clients with colours and automatic invoice discounts, exempt groups from suspension, and collect extra information with custom fields.
Managing clients
Add and edit clients, read the client profile, use contacts, notes and bulk actions, add funds, sign in as a client and understand client statuses.