Client Contact - Time Since

Stay on top of every client relationship with contact tracking, follow-up frequencies, notes, history, and insights. Full feature access requires a subscription. See exactly how long it’s been since you last contacted each client, set individual contact frequencies, and quickly identify who is on track, due soon, or overdue. Organize clients into separate lists, search, filter, and sort your client list, add notes and contact details, and mark a client as contacted with one tap. With built-in Insights, you can track contact activity, client growth, list distribution, overdue clients, and overall contact health. Key features include: • Track time since last client contact • Set a custom contact frequency for each client • Color-coded status for on track, due soon, and overdue • Organize clients into multiple lists • Search, filter, and sort clients • Quickly mark clients as contacted •…