Client Profiles

Each client in Tillage includes:

Basic Information

Company name - Client's business name
Industry - Business sector
Company size - Small, medium, large, enterprise
Business type - B2B, B2C, nonprofit, etc.
Website - Client's website URL
Address - Physical location

Notes

Keep track of important details:

Project history
Communication preferences
Internal notes about the relationship
Special requirements or considerations

Client Logo

Upload client logos for:

Professional quote headers
Contract documents
Invoice branding

Multiple Contacts

Each client can have multiple contacts:

Contact Details

First and last name
Job title/role
Email address
Office phone
Mobile phone
Fax (if needed)

Primary Contact

Designate one contact as primary:

Default recipient for quotes and invoices
Used in smart variable replacements
First point of contact

Contact Roles

Track who does what:

Decision maker
Project manager
Billing contact
Technical contact

Adding Clients

Manual Entry

Go to Clients > Add Client
Enter company information
Add at least one contact
Save

Import from Harvest

Settings > Integrations
Connect Harvest account
Click "Import Clients"
Review and confirm import

Harvest import includes:

All client records
Contact information
Automatic duplicate detection

Import from CSV

Upload a spreadsheet with client data (coming soon).

Client Dashboard

View all client data in one place:

Overview

Company information
Contact list
Recent activity

Financial Summary

Total quoted
Total invoiced
Total paid
Outstanding balance

Document History

Quotes sent
Contracts signed
Invoices issued
Payments received

Client Status

Organize clients by status:

Active - Current clients with ongoing work
Inactive - Past clients or paused relationships
Prospect - Potential clients (quoted, not yet signed)

Client Merging

Combine duplicate client records:

Identify duplicates
Select primary record
Merge data from secondary
History preserved from both

Useful when:

Same client imported from multiple sources
Duplicate entries created accidentally
Company name changed

Auto-Payment Settings

Configure automatic payment preferences per client:

Consent Levels

Never - Client always pays manually
Recurring only - Auto-pay subscriptions
All invoices - Auto-pay everything

Safety Limits

Set maximum auto-pay amount per invoice
Prevents unexpected large charges
Client controls their limit

Consent Tracking

Records when and how consent was given:

Consent date
IP address
How consent was provided

Client Experience

No Login Required

Clients interact with Tillage without creating accounts:

Secure token-based links
View quotes, contracts, invoices
Pay invoices
Sign contracts

Professional Presentation

Your branding on all documents
Client logo when provided
Mobile-friendly experience

Activity Notifications

Clients receive emails for:

New quotes
Contract signature requests
Invoice delivery
Payment confirmations
Overdue reminders

Client Search

Find clients quickly:

Search by company name
Search by contact name
Filter by status
Sort by recent activity

Saved Payment Methods

Clients can save payment methods:

What's Saved

Credit/debit cards
Bank accounts for ACH
Default payment method

Security

Stored securely by Stripe
Encrypted and tokenized
Client can delete anytime

Consent

Explicit consent required
GDPR-compliant process
Clear privacy information

Client Categories

Organize clients by type:

Industry vertical
Revenue tier
Service type
Geographic region

Use categories for:

Filtering and reports
Custom pricing tiers
Targeted communications

Integration with Workflow

Client data flows throughout Tillage:

Quotes

Select client when creating quote
Contact info auto-populated
Smart variables filled automatically

Contracts

Client details included
Signature requests sent to contacts
Contract history tracked

Invoices

Billing info from client record
Payment links sent to contacts
Payment history logged

Payments

Saved methods per client
Auto-pay preferences respected
Payment history accessible

Best Practices

Keep contacts updated - Remove departed employees
Use notes - Document special requirements
Set primary contact - For clear communication
Review inactive clients - Archive or re-engage
Merge duplicates - Maintain clean data

Related: Harvest Integration | Invoicing | Payments