Add
Create a client record from a lead or new job.
CH
Crenshaw HoldingsCLT-0034
From lead
Keep every client and their jobs in one place
Track client contacts, contracts, and project history together. Know the full relationship without digging through files.
Join Waitlist3 contracts
5 jobs
12 invoices
The full picture
See every contract, job, and invoice for a client at once.
Crenshaw
Full history
Faster answers
Pull up history before any client conversation.
Phone
Email
One record
Nothing lost
Keep contacts and details in one record, not scattered.
Lifetime$2.1M
Open AR$54K
Repeat client
Stronger relationships
Track what each client needs and owes.
How Clients work in Sledge
Connect
Tie contracts, projects, and invoices to the client.
MSA linked
5 jobs attached
Track
Follow history, billing, and communication.
Last call Jun 20
AR up to date
Open AR$54K
Reference
Pull the full relationship up anytime.
Active5 jobs
History at hand
Ready for the call
Clients connect to everything they touch
Each client record links to your contracts, projects, and invoices so the whole relationship lives in one place.
ContractsTie every agreement to the client.
ProjectsSee all of a client's active jobs.
InvoicesTrack what each client has been billed and paid.
LeadsBuild the record from the first opportunity.
Know your clients inside and out
No contracts. No setup fees.