This page is archived. Customer management moved to
Business → Customers
(/business/customers). Old project client URLs redirect automatically.
Learn how to effectively manage client relationships, store client information, and maintain professional client communications in TrackAxo.
The Client Management section allows you to maintain comprehensive client databases, track client interactions, manage project relationships, and ensure excellent client service throughout the project lifecycle.
Centralized storage of all client information and history
Monitor client interactions and project history
Essential client details for identification and communication.
Physical and billing address information.
Billing and payment-related details.
Project and business relationship details.
Important client preferences and communication notes.
Client data security and access control.
Video walkthrough
Step-by-step video for this section is coming soon. Use the written guide below, or email contact@trackaxo.com for a live demo.
Large organizations with complex needs and high-value projects
Medium-sized businesses with regular project needs
Personal clients or small business owners
High-priority clients requiring special attention
Currently engaged in projects or active relationship
Potential client, not yet engaged
No recent activity, but relationship maintained
Client relationship ended or lost
Now that you understand client management, explore other features to enhance your client relationship management in TrackAxo.