My clients

Companies, people, lists and payments.

• Keep track of your clients: companies, people, and listsIn My clients you keep the companies and people you work with and group them into lists, so you can pick them when you deliver and track what you collected on each project.
• Import your contactsBring people from a CSV or a vCard into My clients, and companies from a CSV. Anyone already there with the same email is not duplicated: they get updated.
• Your clients' statuses, actions, and tagsMark where each company and each person stands, what has happened with them, and how you recognize them, so you can find them at a glance in My clients.
• Keep track of what was agreed and collected on each projectRecord for each project who the client is, how much you agreed, and what they've paid you so far. It's your own record; Bitácora doesn't charge your clients or issue invoices.