Filter your client list by exhaustive ways, you really can drill into the data and scrutinise your practice.
Even better, you can export this data into CSV with the click of a button.
Column Filtering
Have as many columns to view on the client screen as you need. You can also add any custom fields to the columns. Why not add clients that have left a google review?
This filter allows you to review particular service sectors, for instance you could filter by UK property accounts, then bulk mail that filter with updates that affect that type of client.
