Client Management
Professional Client Relationship System
Status
Type
Low
LA
Lisa Anderson (Community Help Foundation)
#CLT-000006
Activelisa.anderson@nonprofit.org
(555) 678-9012
555 Community Way
Non Profit
Balance: $500.00
MB
Michael Brown
#CLT-000003
Formermbrown@settlement.co
(555) 345-6789
789 Oak Street
Individual
VIP
PC
Patricia Clark (Clark & Associates Legal Partnership)
#CLT-000016
Activepatricia.clark@lawfirm.com
(555) 678-9012
2200 Legal Plaza
Partnership
Balance: $15,000.00
VIP
JD
Jennifer Davis (National Retail Chain LLC)
#CLT-000008
Activejennifer.davis@retailchain.com
(555) 890-1234
1000 Commerce Blvd
Corporation
Balance: $7,500.00
Low
RG
Rachel Green (GreenTech Solutions LLC)
#CLT-000012
Inactiverachel.green@startup.io
(555) 234-5678
3000 Tech Park Ave
L L C
High
SJ
Sarah Johnson (XYZ Corporation)
#CLT-000002
Activesarah.johnson@xyzcorp.com
(555) 234-5678
456 Business Ave
Corporation
High
AK
Amanda Kim (Kim Medical Associates Partnership)
#CLT-000010
Prospectamanda.kim@medicalpractice.com
(555) 012-3456
1500 Medical Center Dr
Partnership
High
DM
David Martinez (Tech Startup Inc)
#CLT-000005
Prospectdavid.martinez@startup.com
(555) 567-8901
999 Innovation Dr
L L C
High
JM
James Mitchell (Mitchell Real Estate Holdings)
#CLT-000013
Activejames.mitchell@realestate.com
(555) 345-6789
4500 Property Lane
Corporation
Balance: $4,800.00
KO
Kevin O'Connor
#CLT-000015
Prospectkevin.oconnor@personalinjury.com
(555) 567-8901
1800 Accident Ave
Individual
NP
Nancy Peterson (Educational Excellence Foundation)
#CLT-000014
Activenancy@educationfoundation.org
(555) 456-7890
1200 Education Way
Non Profit
Balance: $850.00
CR
Carlos Rodriguez (Rodriguez Construction LLC)
#CLT-000009
Activecarlos@constructionllc.com
(555) 901-2345
2500 Industrial Way
L L C
Balance: $3,200.00
per page
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Showing 1 - 12 of 16 clients
Quick Stats
16
Total
9
Active
3
VIP
3
Prospects
Outstanding
$35,600.00
Total Balance
Recent Clients
Kevin O'Connor
kevin.oconnor@personalinjury.com
Prospect
David Martinez (Tech Startup Inc)
david.martinez@startup.com
Prospect
Amanda Kim (Kim Medical Associates Partnership)
amanda.kim@medicalpractice.com
Prospect