Clients

Manage client relationships and track account health, projects, and next steps.

Active Clients

9

+2 this month
Leads

4

+1 this month
At Risk

1

-1 this month
Avg Project Value

£1,079

+7% vs last 30 days
Client Records
Showing 1 to 10 of 15 clients
5 lifecycle statuses tracked
ClientCompanyOwnerStatusClient HealthOpenLast Contact
HL

Hannah Lee

Cedar Grove Charity

NDNoah Davis
Active
76
108 Jun 2026
TJ

Talia James

NovaTech Training

NDNoah Davis
Lead
64
108 Jun 2026
SM

Sofia Martin

UrbanBite Cafe

OPOlivia Parker
Active
84
107 Jun 2026
LG

Leah Grant

SwiftRepair Services

ECEmma Collins
Active
76
107 Jun 2026
IM

Imran Malik

Metro Tutors

LCLiam Carter
Lead
64
107 Jun 2026
MS

Maya Singh

FreshCart Grocers

OPOlivia Parker
Active
86
207 Jun 2026
EB

Ellen Brooks

BrightPath Accounting

NDNoah Davis
Active
82
206 Jun 2026
OT

Omar Taylor

PixelCraft Media

NDNoah Davis
Active
86
206 Jun 2026
DP

Daniel Price

NorthBridge Logistics

ECEmma Collins
Active
76
205 Jun 2026
PS

Priya Shah

GreenLeaf Supplies

OPOlivia Parker
Active
72
204 Jun 2026

Page 1 of 2

PS
Priya Shah
GreenLeaf Supplies
Active

Client Health

Healthy

72

Healthy

Strong engagement and steady project delivery.

Regular communication
Open invoice to review
Project work in motion

Open Projects

2

£1,100 active value

Total Revenue

£1,525

YTD

Last Contact

04 Jun 2026

Latest note or activity

Next Step

Next step

Build core workflow

Review progress and keep the client moving.

30 May 2026

Contact Details

priya@greenleaf.example
+44 7700 900101
Birmingham, United Kingdom