Accounts
Business or organization
An Account in Projetly represents a business, organization, or client that your team works with. This module helps you manage all client-related information, interactions, and projects in one centralized location for seamless collaboration and efficiency.
Key features include:
Client Management: Store and organize essential client details, including contact information and account history.
Project Association: Link multiple projects to a single account for better oversight.
Activity Tracking: Keep a record of all interactions, updates, and progress related to the account.
Custom Fields: Add specific details unique to your business needs for a tailored experience.
The Accounts module ensures you have a complete overview of your client relationships, helping you nurture connections and drive long-term success.
Check the following pages for more details:
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