You're 10 minutes away from a fully working client management system. Follow these steps in order.

Step 1 — Explore your databases (2 min)

At the bottom of this page you'll find your 4 databases:

• 🗂️ Clients — your CRM pipeline. Every client lives here.
• 💼 Projects — all your work, linked to clients.
• 🧾 Invoices — track what you're owed and what's been paid.
• 📞 Interactions — log every call, email, and meeting.

Tip: Example data has already been added so you can see how everything looks. Delete it when you're ready to start fresh.

Step 2 — Add your first client (3 min)

1. Open 🗂️ Clients and click the CRM Pipeline board view
2. Click + New in the "Lead" column
3. Fill in: Name, Email, Phone, Industry, Source
4. Set Status to Lead (new contact) or Active (existing client)
5. Add any notes you have about them

Tip: The "Client health" formula automatically warns you when you haven't contacted someone in 14+ days.

Step 3 — Create your first project (2 min)

1. Open 💼 Projects and click + New