Client Management System

Add New Client

Client Name

Phone Number

Follow-up Date & Time

Service Interested In

Notes

2 overdue

Overdue

Graphic Design

Yesterday, 4:00 PM

Done

Overdue

Consultation

Monday, 10:00 AM

Done

Client Name	Phone	Service	Assigned Staff
Sarah Johnson	(555) 123-4567	Web Development	John Doe
Follow-up 1: 2023-06-15 - Consultation Follow-up 2: 2023-06-20 - Proposal Sent Follow-up 3: 2023-06-25 - Contract Signed
Michael Chen	(555) 234-5678	Digital Marketing	Jane Smith
Follow-up 1: 2023-06-10 - Initial Contact Follow-up 2: 2023-06-18 - Needs Assessment
Emily Rodriguez	(555) 345-6789	SEO	Mike Johnson
Follow-up 1: 2023-06-05 - Discovery Call Follow-up 2: 2023-06-12 - Proposal Sent Follow-up 3: 2023-06-19 - Contract Signed

Showing 1 to 3 of 12 entries

Total Clients

142

12% from last month

Follow-ups Today

8

2 from yesterday

Follow-ups Done

5

1 less than target

Staff Activity

Services Distribution

Web Dev (25%)

Marketing (20%)

SEO (20%)

Design (15%)

Consulting (20%)