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The Clients tab in Workspace CRM shows all your agency clients.

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What It Shows

  • Client list on left
  • Client details on right
  • Search functionality
  • Add client button

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Client List

Each client shows:
  • Avatar (initials)
  • Name
  • Email
  • Status indicator

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Searching Clients

Use the search input to:
  • Filter by name
  • Filter by email
  • Find specific clients

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Adding Clients

Click “Add Client” to:
  • Create new client
  • Enter details
  • Send invitation

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Selecting a Client

Click a client to see:
  • Full details
  • Websites
  • Credits
  • Billing
  • Subscriptions

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Tips

  • Use search for large lists
  • Keep client info updated
  • Review regularly

Workspace Overview

Learn more

White Label Setup

Learn more