Hey everyone, I’m starting to secure my first clients so this weekend I spent some time working through a simple way to keep all the info organized for less than $15 CAD/mo and figured I’d share: Create a ClickUp account. It’s an “everything app”. Think organization, docs, notes, goals, etc. They should still have a trial going on. After adding the contact info sections (name, email, # etc.), create a package section and for the options, type in the services you provide. Then press the group button in the top left and select group by package. Something small but that alone should help get you organized. It can also be optimized for lead handling as well. I've attached a snippet of a quick example setup. Hope this helps. Cheers.