Client records designed for service businesses and teams
Included in both ProjectBright Starter ($14.99/mo) and ProjectBright Pro ($29.99/mo).
Organizations & Individual Customers
Track display names, legal entity names, auto-generated or custom customer numbers (such as CUST-1001), and internal account notes with fast search and archive filters.
Primary & Billing Contacts
Store multiple contacts per customer with job titles, normalized email addresses, phone numbers with extensions, and explicit Primary and Billing contact designations.
Physical, Mailing & Billing Addresses
Maintain multiple labeled addresses per customer (Physical, Mailing, Billing, or Other) with primary address selection that pre-fills new invoices automatically.
Channel Preferences & SMS Consent Log
Record Operational and Marketing communication preferences across Email, Phone, SMS, and Mail—plus an immutable SMS consent audit trail with source and disclosure version.
Linked to Shared Workspace Projects
Associate any project in Tasks and Notes with a customer record so your team always knows which client a deliverable or meeting journal belongs to.
Safe Archiving Without Broken History
Archive inactive customers, contacts, or addresses with a recorded reason while keeping historical project links and sent invoice snapshots completely intact.
One click from customer record to invoice
When you create a new invoice or recurring billing schedule in ProjectBright Invoicing, the Customer Directory automatically supplies the designated billing contact's email, contact name, and primary billing address—eliminating copy-paste errors.
Built-in compliance and auditability
Every SMS consent grant or revocation is logged with its timestamp, phone number, contact link, acquisition source, and disclosure text so your workspace maintains a clear operational record.