Setting Up Client Profiles
Learn how to create and manage comprehensive client profiles in Custojo
Setting Up Client Profiles
Comprehensive client profiles are the foundation of effective client management in Custojo. They centralize all client information and provide a 360-degree view of each client relationship.
Creating a New Client Profile
Follow these steps to create a comprehensive client profile in Custojo:
Navigate to Clients
From the main menu, go to "Clients" to access the client management module.
Click "Add Client"
Click the "Add Client" button to create a new client profile.
Enter Basic Information
Fill in the client's basic information, including company name, industry, website, and address.
Add Contact Information
Add contact details for key stakeholders, including primary contacts, decision-makers, and day-to-day contacts.
Contact Information to Include
- Full name and job title
- Email address and phone number
- Role in the client organization
- Role in the project (e.g., decision-maker, technical contact)
- Communication preferences
Set Up Billing Information
Configure billing details, including billing address, payment methods, and billing preferences.
Define Client Settings
Configure client-specific settings, such as billing rates, default terms, and account manager assignment.
Save the Client Profile
Click "Create Client" to save the new client profile.
Key Components of a Client Profile
A comprehensive client profile in Custojo includes several key components that provide a complete view of the client relationship.
Company Information
Basic details about the client organization, including name, industry, size, and location.
Contact Information
Details about key stakeholders, including primary contacts, decision-makers, and day-to-day contacts.
Project History
Records of past and current projects, including scope, timeline, budget, and outcomes.
Communication Log
History of client communications, including emails, meetings, and phone calls.
Financial Information
Billing details, payment history, and financial agreements with the client.
Documents and Files
Contracts, agreements, deliverables, and other important documents related to the client.
Client Dashboard Example
The client dashboard in Custojo provides a comprehensive view of all client information in one place.
Acme Corporation
Technology • Enterprise • Since 2022
Contact Information
Recent Activity
New message received from John Smith
2 hours ago
Mobile App project milestone completed
1 day ago
Invoice #INV-2023-042 paid
3 days ago
Scheduled quarterly review meeting
1 week ago
Pro Tip: Regularly review and update client profiles to ensure that information remains accurate and up-to-date. Set a reminder to review client profiles quarterly or after significant changes in the client organization.
Video Tutorial: Setting Up Client Profiles
Setting Up Client Profiles in Custojo
Video: Setting Up Client Profiles in Custojo
Next Steps
Now that you know how to set up comprehensive client profiles, you're ready to learn about effective communication strategies in Custojo.