Clients

The Clients module is where you manage all the people, businesses, and partner organizations involved in your client network.

This section helps you keep your client relationships organized, track key stakeholders, and stay on top of deadlines and performance.

Client Tools

Select one of the modules below to learn how it works:

Partners Manage brokers, agencies, and external partners linked to your clients.

Contacts Store and manage individual people such as decision-makers and stakeholders.

Clients View and manage your main database of active client businesses.

Dashboard Track key client statistics and performance at a high level.

Calendar Track meetings, deadlines, and important client-related dates.

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What you can do in Clients

From this section, you can:

• Store and manage external partner companies (brokers, accountants, etc.)
• Add and maintain contact information for individual people
• Track all active client businesses in one place
• Monitor performance through dashboards and statistics
• View important client run dates and deadlines using the calendar

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How Clients works with demo videos

This guide is designed so you can:

• Read the steps in each module, or
• Watch the Clients Superdemo video

Both follow the same workflow.

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You’re done

You now understand what the Clients module is used for in JMS.

Next, you may want to explore:

• Finances
• Sales
• Locations