Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Add a client
Create a complete client record for documents and projects.
Edit client details
Keep contact, company, and billing details current.
Client status
Use statuses to understand active and inactive relationships.
Search clients
Find customers quickly from the client list.
Archive clients
Remove inactive clients from daily work without losing history.
Step-by-step
- 1
Open Clients
From the CRM Gem workspace, select Clients and choose New Client.
- 2
Enter essential details
Add the client name, email, company, phone, address, and any useful notes.
- 3
Save and review
Save the record and confirm that the contact and billing information is correct.
- 4
Connect the work
Create a project or document from the client record to keep related activity together.
- 5
Maintain the record
Update details when contacts change and archive clients that are no longer active.
Helpful tips
- Use the billing contact’s email for invoice delivery.
- Keep one client record per customer organization.
- Add context in notes instead of changing the client name.
Common mistakes
- • Creating duplicate records for the same customer.
- • Leaving the email blank before sending a document.
- • Archiving a client before checking open invoices.
Frequently asked questions
Can a client have multiple projects?
Yes. Create separate projects under the same client to organize different engagements.
Does archiving delete client history?
Use archive controls to remove a client from active work while preserving relevant records.
Related guides
Projects
Create projects, update progress, and keep related documents easy to find.
Documents
Work with invoices, quotations, proposals, payments, PDFs, reminders, and recurring invoices.
Getting Started
Set up your account, business profile, branding, first client, and first project.