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👤 New Client

Add a client to your CRM

Who's your client?

Enter the primary contact information.

Secondary contact? Optional

Spouse, business partner, or property manager.

Where are they located? Optional

Their primary address (for mailing, etc.)

A few more details

Help categorize and track this client.

Review & Save

Make sure everything looks right.

💡 After saving, you can create a new project for this client.

Saving client...