The Service Stack — Clients
Client relationship management
Active Clients
1
MRR (ZAR)
R0
Pipeline Value
R0
Leads
20
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Client
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Overview
Milestones
Billing
Business Name
Contact Name
Email
Phone
Vertical
— Select —
Agency
Fitness
Beauty/Wellness
Trades
Healthcare
Education
Other
Status
Lead
Onboarding
Active
Paused
Churned
Monthly Value (ZAR)
Referral Source
Direct
Megan
Other
Agents Deployed (comma-separated)
Notes
Save Changes
✓ Saved
Type
Description
Amount
Status
Date
Add Billing Entry
Type
Setup Fee
Retainer
Expedited
Amount (ZAR)
Description
Invoice Date
Add Entry
Add New Client
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Business Name *
Contact Name
Email
Phone
Vertical
— Select —
Agency
Fitness
Beauty/Wellness
Trades
Healthcare
Education
Other
Referral Source
Direct
Megan
Other
Notes
Create Client
✓ Client created!