Keep the client, step 5
I find clients I have lost touch with
bips helps by: See which clients you have not touched in a while.
Stale client review, part of the CRM
A review dialog flags clients with no recent contact, so nobody drifts away unnoticed.
What you do
- Open Clients
- Open the stale client review
- Reach out or archive
In the app: CRM, Clients