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Clients & contacts

Everyone you work with, and everything about them.

  1. Add a client

    Add a company or a person as a client, and find, filter and tidy up your client list.

  2. The client page

    Find everything about a client in one place, from health and contacts to projects, files, notes and portal access.

  3. Contacts

    Find everyone you work with in one directory, add people beyond a client’s primary contact, and export the list.

  4. Import clients and contacts

    Bring your clients and their people into Bitrack from a CSV file, checking every row before anything is created.