Client creation: Users can create profiles for business entities or individuals, enabling precise and customized management

Data integration: Seamlessly import client data from accounting software, using bulk import or via integrations like Companies House for UK-based clients, simplifying setup and synchronization

Dynamic contacts management: Assign multiple contacts to a single client and manage these contacts independently. A single contact can also be linked to multiple clients, offering versatile relationship management options

Cone differentiates clients based on their relationship status with your business: Customer and Prospect

Each client entity type can be Business or Individual

Clients can be added manually, or imported from accounting integrations, or from Companies House(for UK based customers)

Each client must have at least one primary contact. This contact is pivotal for communication and proposal engagement processes

Adding contacts: Contacts can be added manually to a client's profile or selected from a list of existing contacts. This flexibility allows seamless management of client communications

Multiple associations: A single contact can be associated with multiple clients. Editing a contact's details updates the information across all client profiles linked to this contact. If a contact is removed, it will be detached from all associated clients

Functional actions with contacts: Beyond basic management, contacts allow for direct actions - creating proposals, associating them with existing clients, or initiating deals directly from the contacts page