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How to manage clients' & contractors' data? (Freelancer & Agency)
How to manage clients' & contractors' data? (Freelancer & Agency)

Learn about the Yess CRM and see how to manage the data

Jiwon avatar
Written by Jiwon
Updated over a week ago

We aim to build the #1 productivity suite for freelancers and agencies. Managing projects, contracts, payments, and so much more can be difficult but not with Yess! πŸ’™

Now, you can also manage all of your clients and the whole talent pool i.e. the contractors or partners, or freelancers!

Visit Yess.io and sign in to your account. On the dashboard you'll find two tabs or menu options - Talent Pool and Clients

Welcome to your built-in CRM! πŸŽ‰

Click on Talent Pool to manage your contractors, freelancers, or partners. You can add or delete data and even can customize the fields as per your preference.

Click on Clients to manage your client's database. Again, you can add or delete data and even can customize the fields as per your need.

Enjoy managing your own database and share your feedback on CRM!


Learn more about adding data using various methods -

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