Get clients in, step 1
I look for who to call in my book
bips helps by: Search, filter, sort and tag your whole client book.
Client list, part of the CRM
Choose which columns you see, save the views you use often, and apply tags or changes to many clients at once.
What you do
- Open Clients
- Search or filter the list
- Pick your columns and save the view
- Select several clients to tag or update them together
In the app: CRM, Clients