Contacts and companies
Your client base, organized by contact or by company.
The `/clients` page is your CRM. Two complementary views: Contacts (each person) and Companies (each organization). Switch via the top filter.
Add a contact
- On `/clients`, click New contact.
- Fill in name, email, phone, company, job title.
- Optional: add a context note to keep track of the latest exchange.
- The contact appears in the list and is linked to every future invoice, proposal, project that references it.
Client page
Clicking a client opens their full profile: recent activities, projects, documents, invoices, exchanged emails, notes. The full history is consolidated.
