Client Management
By status Billing status All clients
Client Name
Company
Contact Info
Stage
Lead Source
Project / Need
Service Type
Last Contact
Next Follow-Up
Status
Priority
Billing Status
Notes
Alex Zhou ThinkLogic alex@thinklogic.com+1 555-1111 🧲 Lead – Not Contacted Website Form Brand Identity Revamp Design 0 1753833600000 ⬜ Unengaged 🟢 Low ⬜ N/A First contact scheduled
Linda Park NovaSpace linda@novaspace.io+1 555-2222 📞 Contacted – Awaiting Reply LinkedIn Outreach Sales Enablement Slides Presentation Design 1753401600000 1753747200000 ⏳ Pending 🟡 Medium ⬜ N/A Replied but no timeline yet
Jane Doe Acme Inc. jane@acme.com+1 555-1234 🤝 Active – In Progress Referral Website Redesign Web Design 1753315200000 1753833600000 🟡 In Progress 🔴 High ✅ Paid (50%) Waiting for homepage draft approval
Amy Lee UrbanApps amy@urbanapps.co+1 555-6789 ✅ Client – Planning Webinar Growth Strategy Sprint Consulting 1753142400000 1753747200000 ⏳ Planning 🟡 Medium ⬜ Pending Proposal sent
