Add and manage clients
Open Clients from your dashboard sidebar. The list shows every client with their contact details, status, and last activity, and you can search by name, email, or phone.
Add a client
- Press New Client.
- Enter what you have: a name, phone number, or email is enough to save. Add an address with Add address if you want one on file.
- Press Save Client.
While you type, jugglix checks for existing clients with the same email or phone or a similar name. If it finds one, a Similar client found card appears so you can take a look before creating a duplicate. It is just a heads-up: you can still save.
Keep track of each client
Open any client to see their contact information and an activity timeline. Add notes as you go, typed as a general note, call, meeting, email, or follow-up, and pin the important ones. The quick actions at the top call, email, or map directions to the client in one tap.
Edit or organize
Press Edit on a client to update their details, set their Status (lead, active, inactive, or archived), record where they came from, and note their preferred contact method. Use the Status filter on the list to see one group at a time, for example only your leads.