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Client Management
Encrypted profiles, search, import from billing systems.
- Detailed client profiles
- Import from billing systems
- Search, filter, archive
- Encrypted data storage (E2EE)
Benefits
Why choose this feature?
Encrypted Profiles
Client names, emails, phone numbers, and addresses are stored with end-to-end encryption.
Import from Billing Systems
Import your clients from Billingo or Számlázz.hu with one click.
Search & Filter
Search by name, filter by active/archived status.
Separate Billing Address
A separate billing address can be stored for each client for easier administration.
Use Cases
How do colleagues use it?
1
Adding a Client
Add a new client with their detailed profile — all data is saved encrypted.
2
Client Import
Connect your Billingo account and import your existing contacts.
3
Client History
Review all appointments, notes, and invoices for a client in one place.
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