# Client Management

Tillage's client management system helps you organize contacts, track relationships, and maintain professional client records throughout the quote-to-cash workflow.

## 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

1. Go to Clients > Add Client
2. Enter company information
3. Add at least one contact
4. Save

### Import from Harvest

1. Settings > Integrations
2. Connect Harvest account
3. Click "Import Clients"
4. 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:

1. Identify duplicates
2. Select primary record
3. Merge data from secondary
4. 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

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

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*Related: [Harvest Integration](/llms/integrations/harvest.txt) | [Invoicing](/llms/features/invoicing.txt) | [Payments](/llms/features/payments.txt)*