How do I add my first client?

Clients are the anchor for everything else in Kliently, so adding one is the natural first step. Create a client record with their name and email, and from there you can attach projects, send proposals, track time, and bill them — all from one place, with no copy-paste between tools.

On the Free plan you can hold up to 3 clients; Starter raises that to 25, and Pro and Agency make it unlimited. If you're migrating from another tool, you can bring records in rather than retyping them.