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Add a client

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

Clients sit at the top of everything in Bitrack: projects and their work hang off them. Add a client first, then start projects for them.

Add a client

  1. Go to Clients and choose Add client.
  2. Choose the type: B2B for a company or organization, or B2C for an individual person.
  3. Enter the Company name (or Full name for an individual).
  4. Fill in the contact details you have: Primary contact (companies only), Email, Phone and Location.
  5. Optionally add the Industry and check the Billing currency.
  6. Choose Add client.

Bitrack adds the client and opens their page straight away.

The Add client form
The Add client form

More details

Choose More details to add extra information. You can also add or change these later.

Field What it’s for
Client since The year you started working together.
Health Healthy, Needs attention or At risk. Use it to flag clients who need care.
Account lead The person on your team who looks after this client.
Colour The colour of the client’s logo tile.
Tags Labels for grouping clients, if your workspace has tags.

Any custom fields your workspace has set up for clients also appear here. Fields marked with * are required, and More details opens on its own when there are any.

Find a client

Your client list shows each client as a card. Use Cards and Table at the top to switch between a card grid and a table.

Use the filter bar to narrow the list:

  • Search by name or industry… also matches the primary contact.
  • Filter by type (All types, B2B (companies), B2C (individuals)), industry, health and tag.
  • Sort by Name (A–Z), Most projects, Newest clients or Health (at risk first). You may also see Most open tickets and Highest revenue, depending on your workspace and access.
  • Once you’ve archived a client, choose Archived to see archived clients.

Bitrack remembers your view and filters. Choose Clear in the filter bar to reset them.

Act on several clients at once

  1. Choose Select all, or select the clients you want.
  2. Use the bar at the bottom of the screen: Add tag, Health, Export CSV, Archive or Delete.

You only see the actions your role allows.

Archive or delete a client

From a client’s page, choose More (the three dots), then Archive client or Delete client.

  • Archive hides the client from active views. Every project, file and note is kept, and you can restore it anytime with Restore.
  • Delete moves the client and its projects to the Trash. Before you confirm, Bitrack tells you exactly how many projects, tasks and credentials go with it.