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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

  1. On `/clients`, click New contact.
  2. Fill in name, email, phone, company, job title.
  3. Optional: add a context note to keep track of the latest exchange.
  4. 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.